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 useful for ex clients marked as no longer acting to still be able to access their documents in the portal. A new field of where a reminder comes up for automatic archiving after a user defined global time period (e.g 3 years). This wou...

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 just spent 4.5 hours trying to get into any bright product because the 2FA emails stopped sending. Please can we have the option to pick the 2FA method when we sign in, so if we can;t get the email we an shoe app / phone instead? This is ho...

We tend to work to target dates so these tasks are being created but only with a deadline date so the target date has to be set manually.

The individuals raising invoices are rarely the ones who do the majority of work. Therefore, it would be useful to display a list of the current active tasks and their status when reviewing WIP. For example, if the task is a self assessment tax re...

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.