It would be helpful to have Self Assessment 'latest action' within the client file. At present we only have an Accounts 'latest action' field for SA clients. I know that Self Assessment is broken down within tasks, but from an administrative point...

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 the list of Signed Documents, it would be most useful to: a) be able to print AND download the signed document from that window, rather than having to go to the client record, and b) to see if said document had previously been printed and/or do...

I REALLY, REALLY, do not want to have to remember to switch on Visibility: Allow Client to View & Download EVERY TIME I upload a document. It is a waste of my time and my staff’s time. We would not want to hide uploaded documents from clients ...

When i tick a task for completion, the entire line moves, and the whole task deadline is unnecessarily large, it should be more compact and easy on the eyes.

Any user of BTC software would be delighted if you could upload documents for clients' signatures by pressing a button in BTC( as you can do to Mydocsafe.) I am writing this idea here because you have purchased BTC. Currently, BTC supports integra...

Accept decimal figures (example 12.5%) when invoicing and not round it to the nearest whole number.

Ability to group tasks together on the task list, eg. partnership accounts and the tax returns for the partnership and partners so they all appear on one line on the task list rather than multiple lines which aren't together.

add the client code that is in the url automatically to a field named 'client code'

Maybe there is a function for this that i just haven't found yet but every time i try to upload multiple documents to a single folder the second upload will just replace the first upload. It would save a lot of time if we could drag multiple docum...