Create a more structured and organised accounts production process
Integrating the two systems
BrightAccountsProduction and BrightManager are cloud-based accounts production and practice management software. There is a client list integration available between the two systems, which means that any new clients added or changes made to existing clients’ details within BrightManager can be automatically synced to the client list within BrightAccountsProduction. This ensures consistent and up-to-date client data across the two platforms.
Create an accounts production workflow
In BrightManager, you can create a new workflow within each task, which breaks down it down into smaller and more manageable subtasks. These workflows can be saved as templates for future use too. For example, a year-end workflow could include:
- Email client of year end items required
- Chase clients for books and records
- Check last year’s accounts
- Check P&L for mispostings
- Accounts manager sign off
Track your team’s progress
You can access the task list in BrightManager to see all the tasks across your firm. Each task shows the client it relates to, who’s responsible, the filing/internal deadline, and the progress. You can also add progress notes for anything specific.
When a subtask is completed, the person assigned to the next subtask is notified. As tasks are completed in BrightAccountsProduction, they can be marked as complete in BrightManager, and the deadlines automatically move to the next period.
Automate your record requests
Create email templates for each service (just once) and BrightManager will send these at the right time, to the right clients. So, when a client’s period end date is reached, an automatic record request can be sent, and later, a tax payment reminder.
Ensure your invoices are correct
Log the time and resources your team spend on each task in BrightManager. The total costs can then be pulled directly into your invoices, which can be then sent directly to your clients. Clients can also create their own invoices in our bookkeeping software, BrightBooks – just give them access and away they go.
