BrightManager

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.