Clients

Be able to sort the NLAC Client List in order of the date they went NLAC.

We regularly work with clients who have multiple companies alongside personal tax affairs, and it is common for them to use different email addresses for each entity. Currently, BrightManager requires a single email address per linked client recor...

It is not possible to differentiate between a Director Self Assessment Client and an Individual/Sole Trader Client when sending a bulk email to self assessment only clients as they all use the Self Assessment Service which is the only field you ca...

The timeline view has too much detail and is hard to find a specific item you want. An option for single line view, and additional filters, to highlight emails with attachments, task changes, and automatic emails, would make it easier to navigate.

To have Bright Manager link to HMRC record for Self-assessment clients to populate a field "HMRC expects payment of £"

When I record tax liabilities for a client (e.g. income tax, corporation tax, VAT), once the client confirms that the tax has been paid, there is currently no easy way to mark this amount as “paid”. At the moment, I have to manually go back into t...

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...

At present, we have to manually check HMRC to confirm whether a client has an outstanding Self Assessment balance. If BrightManager could pull in the SA liability amount directly from HMRC (with client authorisation) and display it within the clie...

We recently signed up a ltd company with two directors, both want to be treated as equals, no buts or ifs, both should get the same email at the same time, same document uploaded at the same time, call it what you will, all in equal measures, alwa...

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...