Practice management software for accountants

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

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

Client timeline: a running record of all significant activity - proposals sent, documents signed, AML checks completed, tasks updated.

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.

MTD qualifying year tracking: assign each self-assessment client to their MTD for Income Tax cohort (2026/27, 2027/28 or 2028/29) in bulk edit.

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.

Task list filters: 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.

ID verification tasks: ECCTA identity checks generate as tasks and are tracked through to completion alongside other client work.

Individual AML checks: a soft credit check (no impact on the individual’s score) covering CCJs past and present, bankruptcy and IVA registrations, name and address validation, notices of correction and Scottish equivalents. The client must be informed before a credit screen is run.

Driving licence and passport validation: verify a UK driving licence, or a passport from any country, as part of the individual check.

Company credit checks: a full company profile - credit score and limit, director details, share-capital structure, group structure, financial statements, CCJs and company status (dissolution, winding up, strike off).

International checks: run checks on individuals and companies outside the UK by selecting their country.

Credit-based pricing, no expiry: buy credits from the profile icon - the more you buy, the lower the unit cost - and credits never expire.

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

Start from the client file: click Start ID Check on any contact, confirm the details, and the verification request is sent to the client automatically.

ID Basic or ID Enhanced: Basic covers personal details (name, email, mobile, date of birth); Enhanced adds full address verification. From £2.50 per basic check at volume.

Desktop or mobile completion: the client receives an email from Credas and completes the check on their device - photo ID plus a selfie.

Pass/fail tracked in BrightManager: results appear on the client file; a passed check links to your Companies House ACSP portal to generate the individual’s 11-character personal code.

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.