New Client Onboarding
Onboard new clients to your firm with ease
Automate proposals and letters of engagement
Choose from over 40 email templates that were designed by accountants. Services will be automatically populated in proposal and letter of engagement emails.
AML ID checks, credit screens and risk assessments
Submit anti-money laundering ID checks and credit screens with an AML risk assessment designed by a former HMRC tax investigator. Determine risk level of a new client using a built-in checklist.
Convenient and secure e-signatures
Clients can e-sign forms and documents through the system
Cuts down on time spent acquiring signatures
Signatures are tracked and timestamped in client timeline
Boost the speed of professional clearance
Automatically send professional clearance emails
Request the relevant information you need
Template written for you already, ready to send
Previous accountant will get reminders until you have what you need
Companies Registration Office integration
Pulls in compliance deadlines from the CRO
These deadlines can then become the foundation for your task list
Talk to our team
See how Bright can help your practice.
