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Average Ratings 0 Ratings

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ease
features
design
support

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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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

BrightPropose No 
GrowthZone Yes 
QuickBooks Online No 
Sage 100 No 
Siemens Insights Hub No 
Xero No 

Integrations

BrightPropose Yes 
GrowthZone No 
QuickBooks Online Yes 
Sage 100 Yes 
Siemens Insights Hub Yes 
Xero Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$27.23 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

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 No 
Mobile Access No 
On-Demand Webcasting No 
Presentation Streaming No 
Presentation Tools No 
Private Chat No 
Real-Time Chat No 
Record & Playback Ability No 
Screen Sharing No 
Two-Way Audio & Video No 
Video Conferencing No 
Whiteboard No 

Product Features

Accounting Practice Management

Approval Workflow No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
For CPA Firms No 
Project Management No 
Staff Management No 
Time Tracking No 

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