Allow the Client File to have more than 2 Contacts who can then have access to the Portal.

The meeting calendar would me much more useful if it synchronised with office/teams

It would be nice to view or have access to the client portal in order to assist them.

Esign reminders are currently prepared and polled 24 hours in advance before sending. If a client signs a document within this time, the reminder is still sent unless manually cancelled. An easy change would be to be able to set a custom creation ...

It would be extremely beneficial if Bright Manager integrated with Ignition. Many practices use Ignition for proposals, engagement letters and recurring fee collection. Currently, this requires duplicate data entry between systems. An integration ...

It would be extremely helpful to have a Global Document Library within Bright Manager. At the moment, if we want to share a standard document (for example payroll forms, brochures, guidance notes, etc.), we have to upload the same document individ...

If a client has a new employee they want onboarded onto payroll, we have to send them a request to complete that form on BM. There should be an option to make permanently available a form to clients on the client portal. every time they have a new...

The 'Clear wip' button is able to be pressed by anyone, and once this has happened it cannot be reversed. Could it be locked for all staff unless you have full permissions enabled?

Currently, the notification system can become quite full very quickly. It would be useful if there could be an option to have more visible notifications - either linked through our emails or an section that indicates more urgency, with a pop up fe...

Make it simple for all directors to sign the letter of engagement for the company.