Client toolkit


Looking to enhance your client communications?

Explore our client toolkit below for valuable tips, resources, and best practice guides.
Bright's Client Toolkit for Client Communications and Engagement
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How to deal with client resistance to tech adoption

Introducing new technologies to clients can sometimes lead to push-back. In this tool, we delve into strategies for effectively managing client resistance to change, ultimately fostering increased acceptance and adoption of technology.

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Getting started with BrightPay Connect (client edition)

Worried about educating client's on how to use BrightPay Connect? Don't worry - we've got you covered. Send this to your clients to help them with getting started, help guides on using the software and common questions asked.

Your guide to creating a winning proposal

Dive into this resource to understand how to create proposals that not only stand out but also effectively communicate the value of your accounting services.

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Bright's brand assets

Want to add the Bright logo or Bright product logo's to your website? This can help increase credibility and transparency with your clients. Check out our brand assets to view and download our logos, brand guidelines and other useful resources.

Did you know?!

With a robust selection of over 40 ready-to-go email templates, BrightManager (formerly AccountancyManager) covers nearly every automated email and text you might need to send to your clients. Automated emails are automatically populated with any client-specific data held in your client's file. Elevate your client communication efforts by starting your free trial of BrightManager today!

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Client Email Templates