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.

Currently the Bulk Action button only offers either to 'Complete' or 'Reassign' tasks. It would be useful to extend these options to include more of the common status types, e.g. 'Records Requested', 'Ready to file', 'Awaiting approval' etc. For j...

Problem: Onboarding a new client involves repetitive and manual tasks: entering client information, conducting AML checks, and setting up records in BrightManager. This process is time-consuming, error-prone, and often delayed due to data collecti...

When creating a custom email for VAT reminders it is not showing how many days till deadline like it does with the readymade templates. If this option can be added to the custom emails it will be a great help.

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.

If multiple clients have same email address that BM puts these emails into email manager so you can save email to correct client instead of the email being saved to all the clients with the same email address

It would be better if when the client lands into the portal from the email link, that they can see straight away what we have just uploaded for them, either by them clicking on a notifications bell/button, that has a number of 'unread' notificatio...

Just wondering if I’m missing something in Bright Manager as I’m uploading documents for clients to sign and then manually marking the task as “awaiting for approval”. Is there any way that this can be automated?

So we have started to use the job management and workflows more effectively and at present for each new client we take on we are creating a manual task for them and then adding the on boarding work flow, it would be a good idea to have this automa...