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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
SafeSend's mission it to automate the tax and accounting profession using innovative, emerging technologies that allow practitioners to work more efficiently and better serve their clients is its goal. Our unique and robust solutions make it easier for tax professionals and accounting firms to do their jobs more efficiently.
SafeSend provides foundational technology solutions to the accounting and tax professions. SafeSend Returns®, our flagship offering, is a multi-year winner in the CPA Practice Advisor Technology Innovation Award. It has revolutionized the way that accounting firms digitally assemble and securely deliver tax returns packages to clients. TicTie Calculate®, an Adobe(r.) Acrobat®, plug-in for accountants, and SafeSend Exchange™, a secure, bidirectional file exchange system, are two additional tools we offer.
API Access
Has API
API Access
Has API
Integrations
Adobe Acrobat
BrightPropose
CCH Axcess Tax
CCH ProSystem fx
GoSystem Tax RS
Lacerte
Microsoft Outlook
QuickBooks Online
Sage 100
Siemens Insights Hub
Integrations
Adobe Acrobat
BrightPropose
CCH Axcess Tax
CCH ProSystem fx
GoSystem Tax RS
Lacerte
Microsoft Outlook
QuickBooks Online
Sage 100
Siemens Insights Hub
Pricing Details
$27.23 per month
Free Trial
Free Version
Pricing Details
No price information available.
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
Founded
2021
Country
Ireland
Website
brightsg.com/brightmanager-accounting-practice-management-software/
Vendor Details
Company Name
SafeSend
Founded
2008
Country
United States
Website
safesend.com
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
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
Corporate Tax
Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
File Sharing
Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
