FAQs
- Upcoming Planned MTD Service Disruption – Sunday 25 October
- FAQ: “Email Already Exists” Error When Registering for the Client Portal
- How can I quickly find out how many clients I have that are limited companies?
- What are the password requirements for portal logins?
- What is the default sender email for automated emails?
- MTD Quarterly Reporting tasks aren’t appearing in the Task List – what should I do?
- FAQ - GoCardless integration?
- FAQ - Why can’t I see the Email Queue tab?
- FAQ - Data Servers
- FAQ: I Can’t Access BrightTax / Have a BrightTax Question
- FAQ: What Address or "County" Should I Enter for AML Checks?
- FAQ: Making Documents Visible
- FAQ: What Happens If I Edit an Existing Custom Form That Has Already Been Sent to a Client?
- FAQ: How do I add bullet points to an email template?
- BrightManager SMS Character Limit FAQ
- FAQ: Do I Receive Notifications for HMRC Submissions (Such as 64-8) in BrightManager?
- FAQ: Can I Navigate Directly from BrightManager to Bright Accounts Production?
- BrightManager & Zapier Integration – Pricing FAQ
- Missing letter of engagement for charity client?
- Can Files Be Attached to Staff Tasks?
- Help Videos
- How many Contacts can use the client portal per Client File?
- Red Banners?
- How do I change the BCC and CC settings in the automated emails that go out?
- How can I see what tasks have been updated by staff today?
- Sales contact number?
- support telephone number?
- Can you delete all queued emails?
- How do I see my Account Invoices ?
- SA Secondary Contact is ‘for your reference only?