Make the accountant aware what field are shown to Client on Client Portal in My info

This is so outside programmes can create tasks like sales programmes and other todo lists

Could certain documents be made available to third parties. Example of professional clearance info or tax calcs and tax year overviews for mortgage purposes. Similar to sharing a file/folder in office 365 Teams.

Enter Payment dates/types and Part payments to invoices rather than just paid or not It's frustrating to have to record elsewhere if a customer has paid by cash or paid a part pyt or overpyt

Ability to be able to add monthly dd payments to annual invoice. At the moment there is only POA which is very poor and has no information.

I have set routines to check tasks, It would be helpful to be able to have saved bookmarked tasks (like attached)

Can the client portal be upgraded so that 2 step verification is available for clients to use when logging into their own portal? I have been asked a couple of times about this.

To have a menu item on the client portal that allows the client to set their own marketing consent options for GDPR would be very useful. We have them in our engagement letters and have them set as "no marketing" as a default, but allowing clients...

Currently there is only one way to mass import clients and that is through the template import spreadsheet, which is fine. However when taking on a block of clients from another accountant, if that accountant is also using Bright Manager its an ex...

I believe that having a "Send email to all contacts" button on the client page would be a productive addition. I am aware this task can be done using filters, but I find the process just a bit cumbersome. You always get those companies where there...