You set up this new disengagement letter but the clients cannot sign it. Considering we use brightmanager for signing documents it should have software that allows the client to sign it, much like the engagement letter.

For easier understanding if the client has been at the "current" home address for more than 3 years or not. At present it is not clear if the address entered is a new, old or incorrect address as there is no reference to the date the client starte...

Is it possible to allow users to change the order of how columns show on the client list ? for instance we use an internal reference and would like to see that before the client name on the Client list view. If we could drag and drop columns in a ...

Is there anyway that the emails can stay until the client but be deleted from email Manager ? At present if an email is deleted from Email Manager it is also deleted from the Clients timeline.

We are just using BM 4 weeks and already its difficult to locate emails when some clients have pages of emails to scroll through, and we dont necessarily know what subject was used on the email sent. Whats it going to be like in a years time ? Is ...

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.

It would be really useful if you could choose the background colour for the Progress position ie 'Records requested' in red is fine, but 'To review' would be good if it was green - as I have done the work and passed on for review, I will not be ab...

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.