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BrightManager automates your admin and lets you onboard clients to your practice with ease

BrightManager will automatically chase records and tax payments from your clients by email and text. Gather everything you need, say goodbye to chasing clients and never miss a client deadline again. Communications can go out in bulk or be highly tailored.

Manage your time effectively with automatically generated task lists driven by compliance deadlines. See task details at a glance, automate your task prioritisation, track progress and customise your task list to suit you.

Automate your entire onboarding process from professional clearance to proposal & letters of engagement. Complete AML checks and risk assessments with ease.

Share documents with clients and request e-signatures through the online portal. The client portal is fully GDPR-compliant, acts as your internal filing system and can be white-labelled so that it looks like a part of your website.

Keep your whole practice on the same (paperless) page by sending internal messages through BrightManager.
Bright Software Group
2017
United Kingdom
  • Accounting
1 Industry
  • English
1 Language
Industries
  • Accounting
Licensing & Deployment
  • Open Source
  • Cloud Hosted
  • Web-based
Support
  • Email
  • Phone
  • 24x7 Support
Training
  • Webinar
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
  • Webinars

BrightManager Core Features

Focus of Accounting Practice Management Feature
  • Budgeting
  • Client Management
  • Client Portal
  • Document Management
  • Due Date Tracking
  • Staff Management
  • Task Management
  • Time Tracking
  • Workflow Management

BrightManager Pricing

Pricing Type
  • Contact Vendor
Preferred Currency
  • USD ($)
Free Version
  • No
Payment Frequency
  • Monthly Payment
  • Quote Based
Vendor pricing page

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