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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...
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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...
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All ideas

    Templates : Add a Variable Can we have Variable for this year (2023) Last year (2022) and next year (2024).

    I am preparing a Canned E-mail for the Self Assessment to pay, it would be good to be abler to put in the year so that it changes every year going forward.
    Guest almost 3 years ago in Other 0

    2 way Intergration with FreeAgent

    With Xero and Sage, we can AM to track our companies Invoices but FreeAgent integration don't allow that. I been told that there is an 1 way integration. Can you make this 2 ways as I can take an Advantage of free app that FreeAgent offers for cus...
    Guest almost 3 years ago in Integrations 0

    Able to mark tasks as private

    Can you add a a facility to mark new tasks as private for your own personal use
    Guest almost 2 years ago in Tasks & Workflow 0

    Option to reset client automation back to global automation settings

    On the client’s automation tab there should be an indication of which automation is using custom days, and an option for the user to reset this client back to global settings.
    Miriam Sackie-Mensah almost 2 years ago in Clients 0

    Latest action colours

    It would be really useful if you could choose the background colour for the Progress position ie 'Records requested' in red is fine, but 'To review' would be good if it was green - as I have done the work and passed on for review, I will not be ab...
    Guest about 1 year ago in Tasks & Workflow 0

    Ability to add documents to 'part-records' notes that are sent with the email to the client.

    Sometimes it is useful to be able to send a report or document to the client highlighting what we have a problem with. What I suggest is being able to add documents to the task, which are sent out as attachments to the part-records email.
    Guest about 1 year ago in Tasks & Workflow 0

    Part LoE send option

    When an Accountant adds a new Service to a Client File mid year they would like to have the option of sending out the LoE for only the Service added rather than sending the entire LoE again.
    Guest about 3 years ago in Administration 0

    Email recipients display and reply all feature for email response

    When clients copy in their colleagues/spouses the email feature in BM doesn't show this so I always have to check in Outlook to see who is included in a conversation. If it's more than one person I can't easily reply to all in BM (the solution is ...
    Mark Dorrill about 2 years ago in Emailing 0

    Email signature under last email when replying to an email

    At the moment the email signature is added at the end of all of the emails including those you are replying to, it would be neater if it was added just under the email which is being sent to the client
    Guest about 2 years ago in Emailing 0

    Self Assessment Latest Action from within the client file

    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...
    Guest about 1 year ago in Tasks & Workflow 0