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PINNED BrightManager Public API — Read-Only (Clients & Tasks)
We're exploring a read-only public API for BrightManager, and want to hear from interested practices. Clients Tasks Custom fields Workflow status Read-only — no write/update actions Who this is for: Practices keeping data current in ...
PINNED Intelligent Email Management
Problem: Emails contain important context for jobs and tasks, but manually linking them (and their attachments) to client records or specific jobs is tedious and prone to being missed. Proposed Solution: We’re considering an AI assistant that pars...

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Meeting calendar to synchronise with Office 365

The meeting calendar would me much more useful if it synchronised with office/teams
Guest 10 months ago in Integrations 0

Need an app

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.
Guest about 3 years ago in Other 4

Duplicate/batch time entries

It would be useful to be able to copy an existing time entry into another day, or be able to input multiple days time entry at once, where there is for example a longer period of leave, or an extended period working on one job/task
Guest 4 months ago in Time 0

Allow users to customise the background colour of each Progress Position status within account settings, in the same way that colours can currently be configured for Time Types

It would be really useful to be able to customise the background colour for each Progress Position. For example, Records Requested in red is very clear, but To Review would be better in green, as the work has been completed and passed on — no furt...
Guest 4 months ago in Tasks & Workflow 0

We should be able to specify a default folder structure for all clients

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 ...
Guest over 2 years ago in Documents 2

Customise Task Progress Options

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.
Guest about 2 years ago in Tasks & Workflow 1

Job frequency allow for one off, or add full “Latest Action” stages to the AdHoc task

Would be good to be able to full track latest action stages for one-off jobs such as 60-day CGT returns. Either allow job frequency to be one off (so doesn't re appear once completed) or allow for the full “Latest Action” stages to the AdHoc tasks.
Caymen Collins about 1 month ago in Tasks & Workflow 0

Search by middle name and UTR

We have several clients who have the same first name and last name. When using the search function, we cannot search by middle name and also the middle name doesn't appear when we search for the client. Can you enable this functionality in the qui...
Guest 7 months ago in Clients 1

PDF Merge software built in to AM to create a pack for signing

To create a final Accounts pack of Accounts, CT Return and Accompanying letter would make life easier for clients as only "one pack" to sign rather than multiple docs.
Guest about 3 years ago in Client Portal 1

Allow notifications to be customised or disabled

No description provided
Guest 12 months ago in Administration 0 Planned