Enable a user to click on a segment of the Overview pie chart to take them to the appropriately-filtered (for that segment and timespan) task list.

Option to have your BM notifications sent by email.

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...

When a client signes a document i.e Accounts and also at the same time a Tax Return there is no distiction when you print the signature page between the two pages, please can the name of the document be printed somewhere on the signature page?

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.

Integration of sales invoices to BrightBooks

A list of tasks due and overdue by emial every morning would be useful for Practice management