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.

There's currently no option to receive an email notification when a client completes a custom form, which makes more admin time checking, where as if we had an email we can save the form and jobs done!

When a document is rejected for signing there are times when the document is correct but the client needs an explanation. Once this is given it would be good to be able to reset the document to be signed rather than reuploading.

it would be useful to have an API for zapier or power automate so that we can pull client information automatically from bright manager. weekly, monthly reports are often required. however it would be useful to be able to automate an email to the ...

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

Please make it so that it is possible for add standardised attachments to templated emails so that when sending an email at a workflow step, the email template also has an attachment

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

We have staff with the same initials, so it is confusing when looking at the task list which member of staff the task belongs to. Being able to customise this would make it easier to differentiate.

To mis-quote the Beastie Boys...What I'd like is a report builder that I can use, that just works. Now wouldn't that be great?! Here's what I mean... You go to client list, and... Start building a report, but a column's in the wrong place - amend ...