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PINNED BrightManager Public API — Read-Only (Clients & Tasks)
We're exploring a read-only public API for BrightManager, and want to hear from interested practices. Clients Tasks Custom fields Workflow status Read-only — no write/update actions Who this is for: Practices keeping data current in ...
PINNED Intelligent Email Management
Problem: Emails contain important context for jobs and tasks, but manually linking them (and their attachments) to client records or specific jobs is tedious and prone to being missed. Proposed Solution: We’re considering an AI assistant that pars...

All ideas

Add letter code re auto enrolment in PAYE section

Add letter code field as a freeform field(re auto enrolment) in PAYE section
Aimee Hargreaves 6 months ago in Clients 0

CIS records request reminders

Just like the system automates paye records reminders it should by default have a CIS records request reminder. If anything , the CIS regime is more punitive than PAYE. I've asked the BM staff and been told 'we aren't planning this..'
Guest over 2 years ago in Administration 1

It should be possible to add multiple contacts to a client.

I REALLY, REALLY, do not want to have to remember to switch on Visibility: Allow Client to View & Download EVERY TIME I upload a document. It is a waste of my time and my staff’s time. We would not want to hide uploaded documents from clients ...
Guest over 2 years ago in Clients 3

Viewing Email Attachments

Allow us to view email attachments in the outgoing drafts without having to go in to the email.
Guest over 2 years ago in Emailing 0

Bulk move folders

The ability to move a folder of documents or multiple folders of documents to tidy up the filing would be hugely helpful.
Guest over 2 years ago in Documents 1

Automated intake checklist that verifies required uploads and validates tax-year coverage (bank statements/invoices/etc.) with instant flags.

Problem / why it’s usefulWe lose a lot of time on back-and-forth because clients upload incomplete information (e.g., invoices but missing bank statements), or upload documents outside the relevant tax year. This causes delays, repeated chasing, a...
Guest 6 months ago in Documents 0

Receive email for rejected e-signing documents

Currently you have to go to notifications to find if an document was rejected but receiving and email [like the ones received with approved documents] would ensure the reason for the rejection can be dealt with possibly sooner.
Guest about 2 years ago in Clients 0 Already exists

Audit log for subtasks

It would be useful to be able to view a timestamp or audit log for when each subtask in the workflow has been completed
Guest about 2 years ago in Tasks & Workflow 0

Client search bar to show a list of recent items

This could help speed up the search and provide a more convenient way to navigate to client records.
Miriam Sackie-Mensah about 2 years ago in Clients 1

Expand Deadline calendar

The current deadline calendar only covers half of the screen. It would be useful to fill up the whole screen so I can see more days and tasks.
Miriam Sackie-Mensah about 2 years ago in Tasks & Workflow 0