Allow creation of roles to group staff together and use the role to assign different permissions to different groups (roles) of staff

Add options to set varying billing frequencies and bill clients based upon these Monthly Quarterly Annually On Completion Time-Based

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...

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...

Being able to change the default increments on our timesheet would give us greater control and make it quicker to make entries.

Some subtasks can be completed by any individual on a given team so would be useful to be able to allocate a subtask to that team so when it is ready for completion the task can be picked up by anyone on the team

This idea is from a controllers point of view .Would it be possible to have the ability to bulk select clients and update deadline date rather than having to update the deadline field by Client. If this was possible other fields like progress note...

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...