Similar to the current email template feature, there should be a letter template feature which allows us to create letters for clients, individually or in bulk, using pre-created or custom templates. For Bright to be our sole client database, havi...

I think it would be really useful if BrightManager had an interim billing option. The idea would be that we can create an interim bill and link it directly to a specific task. That bill would then show against the task in the WIP report, so we can...

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

I would suggest that you should be able to customise the task progress options, for example add manager review, partner review, etc rather than just to be reviewed and reviewed.

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 ...

Given that capital gains tax returns are now an item of work that an accountant will be doing on a regular basis, it makes sense to have capital gains tax return as a client type. This will enable the automation of records collections via custom f...

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.