BrightManager, formerly AccountancyManager
Built by accountants, for accountants & bookkeepers
Ready to go straight out-of-the-box with a quick client import
Used by over 6,000 accountants & bookkeepers daily
Free email & phone support with a 99% satisfaction rating
A fully customisable solution to automate your admin
Automatically reminds and chases clients for missing information
Completely automatic generation of task lists for all your staff
Client onboarding, automatic proposals & letters of engagement
BM will automatically chase records and tax payments from your clients by email and text.
Manage your time effectively with automatically generated task lists for you and the team.
Automate your entire onboarding process from professional clearance to proposal & LOE.
Share documents with clients and request e-signatures through the online portal.
Keep your whole practice on the same (paperless) page by sending internal messages through BM.
Track time to keep an eye on productivity, generate invoices from WIP and monitor.
Make business-critical decisions by evaluating which jobs are the most, and least, profitable.
Our pre-made templates cover every automated email and text you'll ever send to your clients.
Improve, don't charge your current process by customising BM to suit your practice.
Emails play an integral role within your firm, so we've improved the role they play within BM.
Build custom forms and share them with your clients through your GDPR-compliant portal.
An audit-trail of all client correspondence including emails, calls, text and meetings.
Cost (from)
£33.60/month
Free Practice Subscription
Trial
Partner Program
Support Channels
Mobile Platforms
Accounting Platforms
Integrations
Geographies Served
Ireland
United Kingdom
Industries
Categories
Communications
Automatic client reminders
Automatic records requesting
Client tasks/requests
Client timeline
Job notes
Notify team members
Send email
Send text messages
Documents
Client portal
Client timeline search
E-signature
Storage
Proposals & Engagement
Engagement letters
Proposals
Work and Work Templates
Overview filters
Statutory deadlines
Target deadlines
Work status
Work subtasks
Work tasks
Work templates
Companies House
Add company
Add people
Main contact
View company director, reg office, and deadline info
Forms
Internal / external completion
Populate contact fields from form data
Reporting
Contacts
Accounting specifc fields
Client groups
Custom fields
Types i
Time
Manual time entries
Time & budget estimates
Time clock
Other Features
Manual time entries
Time & budget estimates
Time clock
Some details on this page are subject to change. If you see something wrong please contact us here.
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