Practice management software for accountants

Smart client search: type three characters and BrightManager searches your client database, showing matches with company numbers, VAT numbers and colour-coded product indicators.

Bulk client edit: update partner assignments, client managers, active services and task assignees across multiple clients at once.

Client timeline: an audit trail of all client activity - emails opened, documents signed, forms shared, AML checks completed - tracked and timestamped to protect your liability.

Automatic prospect-to-client conversion: when a BrightPropose proposal is signed, the client moves from prospect to live client - services on, tasks generated from their deadlines.

Shared client record (coming): BrightClient will sync client and contact data across BrightAccountsProduction and BrightBooks, so an address updated once is updated everywhere.

Deadline-driven task lists: tasks generated automatically from compliance deadlines, including those pulled in from the CRO.

Tasks in every client file: view and create a client’s tasks without leaving the client file; actions sync instantly to the main task list.

Mini task list: a focused view of what is most pressing for you today, without the full list.

Bulk actions: complete, reassign or add progress notes across multiple tasks at once.

Bookmarks and saved filters: save frequently used views (overdue, a service, a staff member) for one-click access.

Latest action tracking: every task records its current action, so you can see where work is progressing and where it is stuck.

AML ID and credit checks: run checks on individuals and companies from the client file.

Risk assessments with a built-in checklist: complete and store each client’s risk assessment and give the client a risk rating.

Results filed automatically: pass or fail shown immediately, and the report filed to the client’s record.

Onboarding, end to end: automate the whole process, from professional clearance to proposal and letter of engagement.

Template-based LoEs: edit the default template or create custom ones for different client types; template variables populate client data automatically.

Digital signature via the client portal: when a client registers on the portal, they are prompted to sign any outstanding LoEs before gaining access - no chasing.

Signed copies stored and dated automatically: once signed, the LoE is filed to the client’s LoE tab and timeline, with the signed date recorded.

Multiple linked companies: if a client has several companies, they are prompted to sign outstanding LoEs across all their entities in sequence.

Re-signing on change of scope: request a re-sign directly from the LoE tab when services or terms change.