Pinned ideas

PINNED AI-Assisted Prospect Qualification & Onboarding (Charlie)

Problem: Qualifying new prospects and getting them through AML and ID checks is one of the most time-consuming parts of taking on a client — chasing documents, verifying identities, repeating the same intake questions, and keeping everything compl...

PINNED Intelligent Email Management

Problem: Emails contain important context for jobs and tasks, but manually linking them (and their attachments) to client records or specific jobs is tedious and prone to being missed. Proposed Solution: We’re considering an AI assistant that pars...

All ideas

4 VOTE

Portal - Client information on AM = Highlight Fields that client can see on their Portal.

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

Guest about 3 years ago in Client Portal 1

4 VOTE

Zapier Link to create a task

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

Guest about 3 years ago in Tasks & Workflow 0

2 VOTE

Xero Integration for Client Reference Number

When linking with Xero, the client reference number should also link.

Guest over 1 year ago in Integrations 0

2 VOTE

Residency Details for Client

I like the fact you can log a client's Nationality on BM, what would be more helpful would be if an additional box could be added to confirm a clients residency. This would provide a lot of clarity.

Guest over 1 year ago in Clients 0

2 VOTE

Format the CS01DATA in the new Request for CS01 Confirmation templates

I've trained my clients to check their addresses, officers and shareholders but they now stumble over the new CoHse requirements for a registered email and the "lawful use" statement. I want to be able to somehow highlight or emphasise those 2 poi...

Guest over 1 year ago in Emailing 1 Already exists

2 VOTE

VAT online 'HMRC Agent Reference Number' under Account Setting\HMRC Credentials and Setting

When calling HMRC regarding a VAT issue for a client, the HMRC Agent reference number. It would be helpful to be able to find this number with your other Agent numbers. Can you please add a box under HMRC Credentials and Settings on the accounts s...

Guest over 1 year ago in Other 0

3 VOTE

BM Notifications option to be sent by email

Option to have your BM notifications sent by email.

Guest over 2 years ago in Administration 0

3 VOTE

What is being signed printed onto signature page

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?