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.

If a client has a new employee they want onboarded onto payroll, we have to send them a request to complete that form on BM. There should be an option to make permanently available a form to clients on the client portal. every time they have a new...

It is great that CC has been added when one sends emails to contacts. However, this option is not available yet in automated emails. It would be great to have this added too as it would be a very useful addition to the emails automation program. T...

Make it simple for all directors to sign the letter of engagement for the company.

The 'Clear wip' button is able to be pressed by anyone, and once this has happened it cannot be reversed. Could it be locked for all staff unless you have full permissions enabled?

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

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

The 'Export Current WIP' button on > Time > Work In Progress exports everything. The implication is that 'current' might be that currently selected, such as 'Current WIP' tab or something else. It only exports all WIP ever recorded. There ...

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...