MTD ITSA Quarterly Filing Software Built for Multi-Client Practice Workflows
BrightBooks is cloud-based bookkeeping and accounting software designed for UK and Irish accountants managing multiple clients, compliance obligations, and year-round reporting. It supports structured bookkeeping, VAT returns, and Making Tax Digital (MTD) submissions with workflows built specifically for accounting professionals and their clients.
BrightBooks prioritises accuracy, consistency, and compliance confidence, helping practices reduce admin, standardise client records, and maintain clean data from monthly bookkeeping through to year-end.
What It Is
BrightBooks is a digital bookkeeping platform that supports day-to-day transaction processing, VAT returns, and MTD compliance across multiple client companies. It combines secure bank feeds, automated categorisation, reconciliation, reporting, and HMRC connectivity in one cloud-based system.
As part of the Bright product offering, BrightBooks connects seamlessly with BrightAccountsProduction, supporting an integrated workflow from bookkeeping through to statutory accounts preparation.
Who It’s For
BrightBooks is built for accounting professionals who need control, scale, and compliance confidence.
It is designed for:
- Accountants managing multiple SME, landlord, and sole trader clients
- Practices preparing for MTD for VAT and MTD for Income Tax (ITSA)
- Practices supporting MTD ITSA clients using cloud bookkeeping, Excel, or bank-only records
- Firms seeking consistent bookkeeping data for reporting and advisory work
BrightBooks supports both practice-led bookkeeping and collaborative client workflows, without forcing clients into a single rigid approach.
Key Features
BrightBooks includes the tools small and medium enterprises need to stay organised and compliant.
- Multi-Client Management
- Secure Bank Feeds
- Smart Rules
- Making Tax Digital (UK)
- All Client Types
- Clear Financial Reports
- CIS Compliance
- Practice Integrations
- Cloud-Based Collaboration
Multi-client Bureau Management
Manage all your clients from a single login with seamless switching between accounts. BrightBooks is built for bureau workflows, so your practice can handle multiple sets of books efficiently — without losing context or wasting time.
Secure bank feeds with automated daily transaction imports
Keep every client’s books current with secure, automated bank feeds that import transactions daily. Reduce manual input across your client base and free up your team to focus on higher-value advisory work.
Smart categorisation and reconciliation rules
Set up categorisation and reconciliation rules once and let BrightBooks apply them consistently across client accounts. Fewer manual decisions, faster month-end close, and greater accuracy across your entire portfolio.
VAT returns and MTD submissions filed directly to HMRC
Submit VAT returns directly to HMRC via Making Tax Digital, all within BrightBooks. Streamline compliance across your client base with a single, integrated workflow that eliminates manual uploads and reduces errors.
Support for MTD for VAT and ITSA across multiple workflow types
BrightBooks supports both MTD for VAT and the incoming MTD for Income Tax Self Assessment, across a range of client types and filing scenarios. Stay ahead of compliance obligations without adding complexity to your practice.
Comprehensive financial and compliance reporting
Generate accurate financial statements, compliance reports, and client-ready summaries directly from BrightBooks. Give your clients clear visibility of their position while reducing the time your team spends on report preparation.
CIS compliance for construction clients
Handle Construction Industry Scheme obligations with ease. BrightBooks supports CIS deductions, contractor and subcontractor records, and monthly return submissions — so you can service construction clients confidently without additional software.
Practice integrations with BrightPay, Bright Accounts Production, and Dext Prepare
BrightBooks connects with BrightPay for payroll, Bright Accounts Production for year-end, and Dext Prepare for document capture. A fully joined-up Bright ecosystem means less switching, less duplication, and a smoother workflow end to end.
Cloud-based collaboration between practices and clients
Work in the same live data as your clients, in real time, from anywhere. Cloud-based access means queries get resolved faster, data stays current, and your practice can deliver a more proactive, connected service.
Benefits & Outcomes
1. Reduce bookkeeping and reconciliation time
Automated bank feeds and intelligent matching reduce manual data entry and repetitive reconciliation work. Practices spend less time processing transactions and more time reviewing data that matters.
2. Standardise records across your client base
Consistent workflows and categorisation rules help maintain cleaner records across all clients, reducing errors and smoothing review and year-end preparation.
3. Stay compliant with confidence
Built-in VAT and MTD functionality ensures that submissions meet HMRC requirements without workarounds or third-party bridging tools.
4. Improve reporting and advisory readiness
Accurate, up-to-date records support clearer reporting, earlier issue detection, and more proactive client conversations.
5. Support multiple client workflows
BrightBooks allows practices to support clients using cloud bookkeeping, Excel-based records, or bank-only workflows without compromising compliance.
Why Bright?
BrightBooks is designed for compliance-driven professional work. Compared to general bookkeeping tools, BrightBooks provides:
- Compliance built in, not added later
- Practice-ready workflows designed for scale
- Consistent data across bookkeeping, payroll, and accounts
- Connected specialist tools within one software portfolio
- Real human support from teams who understand UK and Irish accounting legislation
This matters because regulated environments demand accuracy, clarity, and dependability, not just convenience.
Built on compliance
How It Works
BrightBooks supports a clear, structured bookkeeping process:
- Client data is captured through bank feeds, invoices, expenses, and journals
- Transactions are categorised using rules and intelligent matching
- Records remain continuously reconciliation-ready
- VAT and MTD submissions are prepared and filed directly to HMRC
- Data flows into BrightAccountsProduction for year-end accounts preparation
Effortless workflows
FAQs
Is BrightBooks suitable for managing multiple clients?
Yes. BrightBooks includes functionality designed for practices managing multiple client companies efficiently.
Does BrightBooks support MTD for VAT and ITSA?
Yes. BrightBooks supports MTD for VAT and quarterly Income Tax submissions, including multiple client workflow approaches.
Can BrightBooks integrate with BrightAccountsProduction?
Yes. BrightBooks supports a connected bookkeeping-to-accounts workflow with BrightAccountsProduction to reduce duplication and reconciliation gaps.
Does BrightBooks integrate with payroll software?
Yes. BrightBooks integrates with BrightPay, allowing payroll journals to post
automatically into bookkeeping records.
Can clients collaborate with practices in BrightBooks?
Yes. BrightBooks supports shared cloud access so practices and clients can work from the same up-to-date data set.
BrightBooks Pricing for Accountants
Accounting firm packages are tailored to your needs
