BrightManager

BrightManager, formerly AccountancyManager

Built by accountants, for accountants & bookkeepers

Ready to go straight out-of-the-box with a quick client import

Used by over 6,000 accountants & bookkeepers daily

Free email & phone support with a 99% satisfaction rating

A fully customisable solution to automate your admin

• Automatically reminds and chases clients for missing information

• Completely automatic generation of task lists for all your staff

• Client onboarding, automatic proposals & letters of engagement

Features

Automated client emails and texts

BM will automatically chase records and tax payments from your clients by email and text.

Automated task management

Manage your time effectively with automatically generated task lists for you and the team.

Automated onboarding

Automate your entire onboarding process from professional clearance to proposal & LOE.

Client portal

Share documents with clients and request e-signatures through the online portal.

Notifications

Keep your whole practice on the same (paperless) page by sending internal messages through BM.

Time tracking

Track time to keep an eye on productivity, generate invoices from WIP and monitor.

Profitability

Make business-critical decisions by evaluating which jobs are the most, and least, profitable.

Templates

Our pre-made templates cover every automated email and text you'll ever send to your clients.

Customisations

Improve, don't charge your current process by customising BM to suit your practice.

Emails

Emails play an integral role within your firm, so we've improved the role they play within BM.

Custom forms

Build custom forms and share them with your clients through your GDPR-compliant portal.

Client timeline

An audit-trail of all client correspondence including emails, calls, text and meetings.