Practice management software for accountants, bookkeepers and payroll bureaus
BrightManager is cloud-based practice management software designed for established and growing UK and Irish accounting practices, bookkeepers, and payroll bureaus seeking to professionalise their operations and consistently deliver high-quality client service.
It helps professional teams manage onboarding, tasks, deadlines, communications and performance in one structured system, without relying on disconnected tools or manual admin.
Powered by automation, BrightManager optimises practice workflows by introducing repeatable processes that standardise operations across your practice and scale with growing client volumes and regulatory demands.
What Is BrightManager?
BrightManager is a practice management platform that brings together client onboarding, workflow tracking, task management, communication and insights in one secure cloud environment.
It supports accounting practices, bookkeepers and payroll bureaus, by providing visibility across client work, team activity and operational performance, while maintaining clear audit trails and structured processes.
Who BrightManager Is For
Accountants, Bookkeepers & Payroll Bureaus
BrightManager is built for professional firms that manage multiple clients, recurring deadlines and compliance responsibilities.
It adapts to different service models from bookkeeping-focused firms to payroll bureaus and full-service accounting practices.
BrightManager supports teams that need to:
Practice Management Features Built for Control, Visibility and Growth
BrightManager includes a comprehensive set of practice management features designed to help accounting firms manage clients, workflows and compliance obligations more effectively. Each feature focuses on improving visibility across the practice, reducing manual administration and supporting informed decision-making.
- Client timeline
- Insights Hub
- Automated emails and SMS
- Streamlined task management
- Smooth onboarding
- Client portal
- Built-in notifications
- Time tracking
- Profitability
- Ready-made templates
- Email management
- Custom forms
- AML and risk
Client Activity Timeline
BrightManager provides a complete audit trail of client activity, including emails opened, documents signed and forms shared. All actions are tracked and timestamped to support accountability, transparency and liability protection.
Practice Insights and Reporting Hub
BrightManager offers enhanced reporting across productivity, aged work in progress, task efficiency and client profitability. These insights help practices understand performance trends and make data-driven operational decisions.
Automated Client Emails and Text Messages
BrightManager automatically sends requests for records and tax payments to clients via email and text. This helps reduce manual follow-ups, keeps clients informed and supports timely compliance with key deadlines.
Workflow-Driven Task Management
Tasks and subtasks are automatically generated based on compliance deadlines, giving teams clear visibility of what needs to be done and when. Workflow templates, task assignment and progress tracking help practices manage workloads consistently and efficiently.
Automated Client Onboarding
BrightManager streamlines client onboarding by automating professional clearance, proposals and letters of engagement. Practices can complete AML checks, risk assessments and request HMRC agent authorisation codes as part of a single, connected process.
Secure Client Portal
Documents can be shared securely with clients through a GDPR-compliant portal that also supports e-signatures and form submissions. The portal acts as a central filing system and can be branded to align with the practice’s website.
Real-Time Notifications and Internal Messaging
BrightManager notifies users instantly when clients sign documents, upload files or when new tasks are assigned. Internal messages and progress notes help teams stay aligned and informed without relying on external communication tools.
Time Tracking and Work in Progress Monitoring
Time can be tracked across tasks and clients to support productivity analysis, invoicing from work in progress and profitability monitoring. Practices can view activity in real time and distinguish between chargeable and non-chargeable work.
Client and Job Profitability Analysis
BrightManager helps practices evaluate which clients and jobs are most profitable by comparing staff costs against revenue. This insight supports fee reviews, growth planning and long-term business strategy.
Pre-Built Client Email Templates
A library of over 40 pre-written email templates covers common client communications. Templates are written by qualified accountants, fully customisable and designed to save time while maintaining professional consistency.
Centralised Email Management
All emails forwarded into BrightManager are stored in one place, with the most recent displayed first. Emails can be filtered by linked and unlinked records to support efficient client communication management.
Custom Client Forms
Practices can build custom forms and share them securely with clients via the portal. BrightManager automatically follows up on late or incomplete submissions to help ensure required information is received on time.
Anti-Money Laundering and Risk Management
BrightManager supports AML and identity checks, risk assessments and client risk ratings. Built-in checklists and record storage help practices meet regulatory obligations and demonstrate compliance.
How BrightManager Empowers Your Firm
BrightManager supports core operational activities, including:
Why Bright?
BrightManager is part of the wider Bright product offering, designed specifically for accounting professionals.
Compared to generic practice management or CRM tools, BrightManager prioritises:
- Workflows designed around real accounting, bookkeeping and payroll operations
- Consistent language and logic across Bright products
- Clear visibility across client, task and team activity
- Connected tools that reduce fragmentation between systems
- Real human support from teams who understand the accounting industry
This helps firms stay organised, compliant and focused on delivering consistent client service.
How BrightManager Works
BrightManager works in the cloud and centralises client activity, tasks and communications.
The result is a clearer, more controlled way to manage client work across accounting, bookkeeping and payroll services.
At a high level:
Practice Management Integrations That Support Modern Practice Workflows
BrightManager integrates with selected Bright products, accounting software and regulatory platforms to help accounting practices streamline workflows, reduce duplication and maintain accurate, up-to-date client records. Integrations are designed to support day-to-day practice management without adding unnecessary complexity.
Accounting Software Integrations
BrightManager integrates with leading accounting software to support accurate reporting, job tracking and practice-level insights.
Supported accounting software includes Xero, QuickBooks, FreeAgent and Sage.
Regulatory and Company Data Integrations
BrightManager integrates with official company registries to support compliance tracking and accurate client records.
- Companies House (UK) – Client company data and filing deadlines are kept up to date within BrightManager.
- CRO (Ireland) – Registration and compliance data syncs automatically to support Irish practices.
Disclaimer: Integrations are optional and can be used where they add value to existing practice management processes.
Bright Product Integrations
BrightManager integrates with other Bright products to support connected practice workflows where relevant.
BrightManager &
BrightPropose
Once a proposal is accepted in BrightPropose, BrightManager automatically creates the associated tasks and assigns them to the appropriate team members.
BrightManager & BrightAccountsProduction
Client details sync automatically to ensure consistent, up-to-date data across practice management and accounts production.
BrightManager &
BrightTax
Client detail updates made in BrightTax sync with BrightManager to maintain data consistency.
Making Tax Digital
for Income Tax
BrightManager forms part of Bright’s flexible Making Tax Digital for Income Tax solution for accountants.
FAQs
Who should use BrightManager?
BrightManager is designed for established and growing accounting firms, bookkeepers, and payroll bureaus with multiple staff managing numerous clients.
Is BrightManager suitable for payroll bureaus?
Yes. BrightManager supports high-volume, deadline-driven workflows and team coordination, making it suitable for payroll bureaus alongside accounting and bookkeeping firms.
Does BrightManager include client portals?
Yes. BrightManager includes secure client portals for document sharing, forms and communication.
Can teams collaborate in BrightManager?
Yes. BrightManager supports multi-user access with shared task management and activity tracking.
Does BrightManager integrate with other Bright products?
Yes. BrightManager works alongside other Bright products in Bright’s product offering to support connected professional workflows.
BrightManager Pricing
Essential
Pricing is per user, for 2-12 users. Billed annually.
£
409.25
+Vat
Per year
- Includes a 30-day free trial
Premium
For single users on a 24-month contract. Billed annually.
£
694.26
+Vat
Per year
- Includes a Branded Client Portal, Pricing & Proposal Tool, Customer Success Membership PLUS an additional FREE User Licence!
Includes free user!
Advanced
For single users on a 12-month contract. Billed annually.
£
694.26
+Vat
Per year
- Includes a Branded Client Portal, Pricing & Proposal Tool and Customer Success Membership
Essential
Pricing is per user, for 2-12 users. Billed monthly.
£
42.63
+Vat
Per month
- Includes a 30-day free trial
Premium
For single users on a 24-month contract. Billed monthly.
£
57.85
+Vat
Per month
- Includes a Branded Client Portal, Pricing & Proposal Tool, Customer Success Membership PLUS an additional FREE User Licence!
Includes free user!
Advanced
For single users on a 12-month contract. Billed monthly.
£
57.85
+Vat
Per month
- Includes a Branded Client Portal, Pricing & Proposal Tool and Customer Success Membership
Practice Management Resources for BrightManager Users
Access practical guidance, product updates and expert insights related to practice management with BrightManager. These resources are designed to help accounting firms improve efficiency, maintain compliance and manage day-to-day workflows more effectively.
Resources may include articles, guides and updates relevant to practice management and compliance.
