We would like to be able to use the long date format without a leading zero on client document. E.g. 6 August 2026 instead of 06 August 2026

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

There is currently not an automated email that goes out to remind clients for their CIS information each month. There is for every other tax filing like VAT, PAYE, P11D etc so need one for CIS please .

filter for a workflow step on the task list

Please consider adding a dark mode to the website.

I would like to see a Previous Email Feild below the current field. When a client updates their email address, as soon as you change the email address, the history of previous emails are lost from the timeline. If we put their previous/old email a...

At present, we have to manually check HMRC to confirm whether a client has an outstanding Self Assessment balance. If BrightManager could pull in the SA liability amount directly from HMRC (with client authorisation) and display it within the clie...

Using AM on mobile browsers just doesn't work, an app that would allow: Access to client info View tasks Add tasks Add notes For when I'm not at the laptop but I want to add something.

Currently, when a task is completed, the notes do not carry over to the new task. Each new task starts with a blank notes section by default. If you need previous notes, you would need to manually add them to the new task, this would be useful if ...