Offering tailored accounting services in BrightManager
Here's how you can use custom services and fields in BrightManager to provide tailored accounting services that are unique to your practice
As well as standard accounting practice offerings like self-assessment, corporation tax and year-end accounting, you probably provide tailored accounting services that are unique to your practice.
Custom services and custom fields in BrightManager provide a shortcut to drop in information you use regularly to your communications. Use them in automated record requests, deadline management, client emails, and more to speed up your day-to-day admin.
Customising client communications
Automation doesn’t mean sacrificing personalisation. Practices can create tailored email templates for different services and client needs. These templates can automatically populate client-specific details, such as names, relevant documents, dates, and tax amounts, ensuring each communication is relevant and personalised.
Additionally, “canned messages”—pre-written paragraphs—can be incorporated into emails to address specific client scenarios, further enhancing the customisation of automated communications.
Custom services to save time
When you’re communicating with clients, you’ll often find yourself typing the same information over and over again. It’s a total waste of your time, which is why you can setup custom services in BrightManager to reclaim valuable hours. Custom services link up to your canned messages, so you can set up a request for anything you need in just a few clicks and then reuse that message for all of your relevant clients.
Where you can use custom services and custom fields
Your practice can implement automation and take advantage of the power of custom services and fields by:
Identifying repetitive tasks to automate
Choosing software – like BrightManager – which is designed with customisation in mind
Customising standard templates to include custom fields
Setting up automated workflows to handle repetitive tasks
Monitoring the effectiveness of your automations and adjusting as needed
Custom fields in action
When you find yourself writing the same paragraph for the tenth time today, ask yourself if there’s a better way.
BrightManager can pull custom fields into your automated email templates and your manual emails.
Here’s how one user, Matt McConnell at Certax Durham, explains how he has created his own toggles in BrightManager to pull in the right canned message:
“We have toggles in BrightManager, so say we’ve got a client on Xero, who uses Receipt Bank and we have their bank feeds, all three toggles would be ticked. That creates a certain type of message which would go to that type of client. If we’ve got a client who still brings us bags of paperwork, they will get different messages because all the toggles will be unticked.”
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This content may have been developed with the assistance of AI tools. Content is reviewed by a member of the Bright team before publication. Guidance on legislation can be obtained from your industry body.
