BrightManager
Practice Management Software for Accountants
Overview
BrightManager (formerly AccountancyManager) is a comprehensive practice management solution designed to help UK accountants and bookkeepers automate their processes, manage their workflow, and communicate with clients. It includes features for onboarding, task management, and a secure client portal.
✨ Key Features
- Automated Client Onboarding
- Task Management & Workflows
- Client Portal with E-Signatures
- Automated Reminders & Emails
- Time Tracking & Invoicing
- AML & Risk Assessment
🎯 Key Differentiators
- Integration with the wider Bright suite of accounting software.
- Focus on profitability tracking.
- Strong presence in the UK and Ireland markets.
Unique Value: Provides a streamlined practice management experience that is tightly integrated with a full suite of compliance and accounting tools for UK and Irish accountants.
🎯 Use Cases (4)
✅ Best For
- Automatically generating and sending engagement letters for new clients.
- Tracking deadlines from Companies House and HMRC.
- Using the client portal to request records and get approval on tax returns.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Accounting firms based outside of the United Kingdom.
🏆 Alternatives
Offers the benefit of a single vendor for multiple software needs, but may be less suitable for firms that prefer to mix and match best-in-breed applications.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
🔒 Compliance & Security
💰 Pricing
✓ 30-day free trial
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