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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

We connect you with leading creators, experts, and icons from around the globe for engaging live sessions that facilitate learning and interaction. Our dynamic sessions delve into various subjects, including mind, body, home, finances, and more, empowering you to enhance your life. Bright serves as a complimentary, stand-alone app that allows users to manage their account settings and access stored, cloud-based video call sessions. Elevate your skills through real-time video discussions with influential personalities who can guide you on your journey to excellence. By linking with renowned experts, you can discover the keys to achieving your personal and professional best. Don’t miss out; register today for a free Bright account to unlock our Session of the Week. Existing users can easily sign in to access their saved video call sessions in the cloud. For further details about Bright, please check out our website. Additionally, you have the opportunity to become a creator yourself and assist others in their learning journeys. If you’re curious to delve deeper into what Bright has to offer, consider booking a private session for personalized insights!

Description

BrightManager serves as a cloud-centric practice management system specifically designed for accounting and bookkeeping firms, streamlining administrative tasks and enhancing client management from the initial onboarding to the final service delivery. The platform features a client timeline that meticulously logs and timestamps every client interaction, including email openings, document signatures, and form completions, thereby facilitating comprehensive audit trails and ensuring liability protection. Among its capabilities are advanced onboarding automation, integrated task and time-tracking functionalities, customizable forms, templated workflows, a secure client portal for document sharing and e-signatures, as well as automated communication options through email and SMS. Additionally, BrightManager's Insights Hub offers detailed reporting on productivity metrics, outstanding work-in-progress, and client profitability analysis. By focusing on customization and seamless integration, the platform empowers firms to optimize repetitive administrative processes, consolidate client information in a single location, and ultimately enhance team efficiency, allowing them to devote more time to serving their clients effectively. This comprehensive approach not only improves operational efficiency but also fosters stronger client relationships through improved communication and service delivery.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

BrightPropose
GrowthZone
QuickBooks Online
Sage 100
Siemens Insights Hub
Xero

Integrations

BrightPropose
GrowthZone
QuickBooks Online
Sage 100
Siemens Insights Hub
Xero

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$27.23 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Bright

Country

United States

Website

brightlive.com

Vendor Details

Company Name

Bright

Founded

2021

Country

Ireland

Website

brightsg.com/brightmanager-accounting-practice-management-software/

Product Features

Video Conferencing

Electronic Hand Raising
Mobile Access
On-Demand Webcasting
Presentation Streaming
Presentation Tools
Private Chat
Real-Time Chat
Record & Playback Ability
Screen Sharing
Two-Way Audio & Video
Video Conferencing
Whiteboard

Product Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

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