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 ...

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...

At the moment the e-mail template just says a document is waiting for approval. The e-mail address may be used by the client for several businesses, so the e-mail template should state the business name and the template/document name.

Sometimes client records get duplicated and have to be archived, however when you then try and link clients together there is no indication as to which record is archived - can this be added?

Under Accounts setting/Task Target Dates : you have to do a globe choice for X days after 'Records Received', X days after 'Period End', X days before 'Deadline' It would be better to pick the choice of configuration per services not Globally. Exa...

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...

A feature to track the receipt and handling of clients' physical records. This would be a great help not just in locating paperwork but also in managing records being returned/shredded and other aspects, including GDPR.

When uploading a Document you can link a Task to it. But this does not appear on the task. Would be good to include a link to these Documents from the task screen.