Help Guide
Save time with BrightManager’s customisable email templates
Streamline communication and save time with customisable email templates tailored to your needs within BrightManager.
40+ templates ready to go
Automate every possible email (and text too, if you like) that you need to send to clients. These include record requests, tax payment reminders, and more.
Pre-written by a qualified accountant
No need to write emails from scratch. Templates were written by the software’s founder, James Byrne, a qualified accountant.
Highly personalised emails
Any client-specific data is automatically pre-populated, with hundreds of these client variables to choose from.
No more rewriting the same emails
Canned messages are paragraphs (or whole emails), that you write just once, and can easily pop them into automated emails.
Talk to our team
See how Bright can help your practice.
