BrightManager makes onboarding and managing clients simple for accounting firms.

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Screenshot of BrightManager showing client onboarding for an accounting firm

Voted the UK's favourite software for practice management for accountants

accountancymanager and brightmanager awards won award winning practice management solution

Key features

Full feature list

Automated client communication

Automatically chase records and tax payments from your clients by email and text.

Automated accounting Client Emails and Texts brightmanager

Automated onboarding

Automate your entire onboarding process from professional clearance to proposals & LoE.

Automated client Onboarding for accountancy practice brightmanager accountancymanager

Task management

Manage your time effectively with workflow templates and automatically generated task lists.

Client portal

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

Client timeline

Access the audit trail for a full history / timeline of client correspondence and interactions.

Time tracking

Monitor productivity, generate invoices from work in progress and track profitability.

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BrightManager integrations

An interview with... StriveX

In just two and a half years, Rachel and James, owners of StriveX, rapidly scaled their practice. From their dining room table, as a team of two with 50 clients, they've now become a team of 12 with over 600 clients.

How did they do it? Well, it didn't come without its struggles. They needed an organised solution pronto – a platform that could scale easily alongside them – we're talking tasks, time, forecasting, billing, you name it. Watch the video below to see how they did it.

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The Bright blog

How to introduce your clients and team to technology

You discover a piece of software, excitedly tell your team and clients about it. Now everyone’s using it and thanking you for excellent foresight… if only. Here, discover how AM users have risen to the challenge of digital transformation and won.

Whoop! You’ve just joined AM. What are your next steps?

On your free trial of AccountancyManager, we recommend trying out every feature. Once you officially join, it’s all about gradually introducing features. Here, discover how other AM users approached AM adoption.

New: File CS01s through AccountancyManager

Now, instead of opening up Companies House, finding the right codes, entering client information, and paying – simply complete the whole CS01 process in AccountancyManager. Here, discover how it works.