It would be useful to add to the tasks filter a worfklow calendar filter. For accounts preparation tasks, we use workflows and some worfklow deadline dates are sometimes 4 to 5 months before the actual clients' accounts filing deadlines. So having...

BrightManager is not great for Scheduling across a whole year as the next Task is only created when the last one is completed. E.g if a client has a VAT Task for Q1 25 we only have 1 Task for that year. BrightManager should be able to provide a re...

It would be useful (in the absence of forced 2FA) to provide a visual clue to those member account holders whom do not have 2FA enabled.

Could a link to the Notifications Manager be added to the Tools tab dropdown (or other relevant area)?

BTC lists "British" in a dropdown of nationalities in a way I do not have to search for it - I have it already there; it is a nice touch on BTC's side. Can Bright Manager do the same, please? It is not a huge tweak to be made, I imagine, but it co...

The ability to provide for additional custom fields is welcomed. However, these fieldtypes lack the option to include hotlink URL for external sources. Whilst URL data can be saved as Text only, this does not provide for linking within the GUI its...

At the moment, if a deadline on a task, for instance on an accounts preparation task, gets extended, the system creates another task with the new deadline and marks the current task with a banner 'To Delete'. Users are supposed to delete the old t...

I understand from my staff that it is very time consuming to track through notifications of client changes. We may have to update these changes in other systems e.g. Digita, QBO, HMRC systems, etc so we need to be able to quickly pick these up and...