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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.
Description
MTD Chaser is an online tool specifically designed for UK accounting firms to manage reminders and deadlines related to Making Tax Digital for Income Tax. This platform allows practices to easily import client information via CSV, set up email alerts for quarterly updates and final declarations, and personalize both the timing and wording of messages that appear to come from the practice itself. Additionally, it has the capability to consolidate multiple due items into a single email for each client, reschedule weekend reminders to weekdays, and maintain an archive of all sent reminders. Clients are able to confirm their record submissions through a link in the email, enabling practices to monitor responses independently of the actual record receipts and identify clients who have not yet complied. MTD Chaser integrates seamlessly with various accounting software such as Xero, FreeAgent, and QuickBooks, but it is important to note that it does not handle tax filings with HMRC. This innovative solution aims to streamline deadline communications, eliminating the need for cumbersome spreadsheets and disparate email notifications, while enhancing efficiency for accounting practices. Ultimately, MTD Chaser empowers firms to maintain effective communication with their clients regarding tax deadlines.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
BrightPropose
Yes
QuickBooks Online
Yes
Sage 100
Yes
Siemens Insights Hub
Yes
Xero
Yes
Integrations
BrightPropose
No
QuickBooks Online
No
Sage 100
No
Siemens Insights Hub
No
Xero
No
Pricing Details
$27.23 per month
Free Trial
Yes
Free Version
No
Pricing Details
£39/month
£39 per month per practice, with unlimited clients and up to 10 users. A 14-day free trial is offered without requiring a card.
Free Trial
Yes
Free Version
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
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
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Bright
Founded
2021
Country
Ireland
Website
brightsg.com/brightmanager-accounting-practice-management-software/
Vendor Details
Company Name
Doteli LLC
Founded
2026
Country
United States
Website
mtdchaser.co.uk
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
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
