Clients are not punctual. Letters of Engagement are generally designed to last only one year. I suggest that in addition to the option of automatically resign letters of engagement so many days after they were originally sign, it would be nice to ...

We can complete tasks in bulk and we can reassign tasks in bulk - could we not amend status of tasks in bulk too please? (or add bulk progress notes)

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...

Client Detail/Services Required : When you enter a price in the service required or in my case it updates from Bright proposal. There is confusion for if it is the current year or still the prices from last you. Also it is un clear ifthe price is ...

On the overview page it shows the "Task Progress Overview". however there is no way to client and understand where which data comes from, and what specific clients this information relates to.

When a client e-signs a tax return, I download it to their client folder on my PC and then print it out (I know, but I still like paper !!). Currently, from the "Signed Documents" screen, I have to go into each client to do this, then back to the ...

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.