In the home dashboard there is current month invoice and it compares to this time last month. I think it should compare to this time last year.

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 ...

Import documents per client in bulk.

Set automated custom VAT start date. Would also be nice if there's a way to inform the clients exact period for which a VAT return or accounts are being prepared when sending a records request.

Only client managers get notified when clients upload documents however the admin (users with the right permission) would also like to know when clients upload documents via reporting.

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)

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...