BrightManager

BrightManager is the UK and Ireland's leading onboarding and practice management software. It’s fully customisable and enables you to automate your admin and easily onboard clients. The award-winning software is designed by accountants, for accountants and bookkeepers.

     

About BrightManager

BrightManager is the UK and Ireland's leading onboarding and practice management software. It’s fully customisable and enables you to automate your admin and easily onboard clients. The award-winning software is designed by accountants, for accountants and bookkeepers.
 

Key Features:

  • Automated Client Emails and Texts
Say goodbye to manually chasing clients. You can automatically chase records and tax payments from your clients by text and email.
  • Automate Task Management
Access automatically generated task lists driven by compliance deadlines to manage your time effectively.
  • Automated Onboarding
Automate your client onboarding process from professional clearance to proposal & letter of engagement. Complete AML checks and risk assessments, and request HMRC agent authorisation codes directly.
  • Client Portal
Share documents with clients and request e-signatures through the online portal. The client portal can be white labelled so that it looks like a part of your website.

More Key Features:

 
  • Notifications
Receive notifications when a client uploads or signs a document, completes a form or updates their details. You can also keep everyone in the loop by sending internal messages.
  • Time Tracking
See who’s logged into AccountancyManager and what tasks they’re working on in real-time. Time tracking allows you to keep an eye on productivity, track profitability and create instant invoices from work in progress.
  • Profitability
Track staff costs against client revenue, identify your profit sources, review your fee structure and track your growth strategy. Make business-critical decisions by evaluating which jobs are the most (and least) profitable.


 

Get in touch:

Visit the BrightManager website
info@accountancymanager.ie

BrightManager Software Showcase

Join Alan Neal as he discusses and demos the features of the BrightManager software.

  • Dashboard
  • Features Highlight
  • Q&A

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