Please add the option to exclude the (X days until deadline) from the subject line of automated reminders. Clients are ignoring the content of the reminders which may have an earlier deadline, and only see that they have X number of days to action...

In Bright Manager, we often have incomplete tasks from the previous period that overlap with the need to open new-period tasks to ensure workflow continuity. To avoid duplication and preserve workflow progress, we manually update client profiles t...

In documents you cannot search on the home page for documents that are saved in a sub-folder. If clients are using sub-folders and saving a lot of documents this would be incredibly useful

When you are preparing a list of client, When you pick the columns, it appears as a long list. It is not easy to find what you need. If you had headers to break up the list such as services. It would be easier.

These are personally identifiable information as per GDPR, and staff members who deal with limited company clients only do not need to have access to personal information relating to directors of the same companies.

To have the option to generate star recurring task would be helpful.

The system only recognises the names of clients, not their internal reference number, which creates confusion because the wrong task can be attributed to the wrong person, due to not being able to search for the internal reference number/unique re...

Would it be possible for the team to add in the period *start* date as a variable so we can communicate with our clients more clearly? Example:“Please provide us with bank statements for the period between 1st January 2020_(period start)_ – 31st D...

Users would like the option to choose the font style for e-sign to match their branding.