BrightManager Setup – Client Portal & Client Registration

35:57

BrightManager – Setting up the Portal & Registering your clients

Ready to automate your client onboarding?

This on-demand training session covers the essential configuration of BrightManager, a cloud-based practice management solution for accountants. Hosted by Liston Lane and Jonathan Stobart, the webinar focuses on two core workflows: portal setup and client registration. By establishing a secure client portal, firms can automate document approvals and streamline data collection. This technical overview clarifies the relationship between practice-side administration and the client-facing interface, ensuring accounting professionals can leverage BrightManager to improve service delivery and GDPR-compliant data handling