Grow with the UK’s Favourite Accounting Practice Management Software

An audit trail of all client activity – whether a client has opened an email, signed a document or shared a form. All activity is tracked and timestamped to protect your liability.

BrightManager will automatically request records and tax payments from your clients by email and text. You won’t need to chase anything up and you’ll never miss a client deadline again.

Manage your time effectively with automatically generated task lists driven by compliance deadlines. Create workflow templates, see task and subtask details at-a-glance, assign to team members, track progress, and customise your task list to suit your practice.

Automate your entire practice client onboarding process from professional clearance to proposal and letter of engagement. Complete AML checks and risk assessments, and request HMRC agent authorisation codes directly.

Share documents with clients and request e-signatures through the online portal. Your client portal is fully GDPR-compliant, acts as your internal filing system, and can be personalised to look like a part of your own website.

When a client signs a form, uploads a document, or there’s a new task assigned to you, you’ll be notified instantly. Plus, you can send internal messages and progress notes to stay on top of your practice admin.

Track time to keep an eye on productivity, generate invoices from work in progress, and monitor profitability. You can see what your team are working on in real-time, weigh up chargeable vs. non-chargeable work, and identify any bottlenecks.

Feel empowered to make business-critical decisions by evaluating which jobs are the most and least profitable. Monitor staff costs against client revenue, identify your profit sources, review your fee structure, and track your growth strategy.

Our library of over 40 pre-designed and ready-to-go templates covers every email you need to send to your clients. Best of all? They’re pre-written by a qualified accountant, personalised, and fully customisable.

BrightManager works ‘out of the box’, but you can also fully customise it to suit the individual needs of your practice and clients.

View all emails that have been forwarded into BrightManager, with the most recent appearing first. You can filter by linked and unlinked emails too.

Build custom forms and share them with your clients through our GDPR-compliant portal. BrightManager will automatically chase late or incomplete forms and get all the information you need on time, every time.

Carry out AML ID and credit checks, complete and store risk assessments with a built-in checklist, and give your clients a risk rating. All of this helps ensure your clients remain compliant and your practice is covered.