When calling HMRC regarding a VAT issue for a client, the HMRC Agent reference number. It would be helpful to be able to find this number with your other Agent numbers. Can you please add a box under HMRC Credentials and Settings on the accounts s...

Sometimes it is useful to be able to send a report or document to the client highlighting what we have a problem with. What I suggest is being able to add documents to the task, which are sent out as attachments to the part-records email.

Deadline calendar on the overview page as a widget, then one is able to have an overview of clients that have deadlines. currently the task deadline overview only provides generic information related to the task it would be great to be able to ide...

would be useful to be able to notify a subtask assignee/ team (see team idea) when a subtask is ready for completion (ie all pre-requisite tasks are complete)

Currently in order to tidy up custom forms you can only delete them. This then deletes any associated and completed client forms. I would like to be able to tidy up the forms page so it's easier to identify the form I need to enable.

It would be helpful to have Self Assessment 'latest action' within the client file. At present we only have an Accounts 'latest action' field for SA clients. I know that Self Assessment is broken down within tasks, but from an administrative point...

A place to store the date someone's marital status changed

In Bright Manager, we often have incomplete tasks from the previous period that overlap with the need to open new-period tasks to ensure workflow continuity. To avoid duplication and preserve workflow progress, we manually update client profiles t...

It would be more useful if invoicing functions were available with FreeAgent, there is no point in integrating with FreeAgent at the moment as it doesn't appear to have any functionality.