BrightManager Hero
BrightManager is the UK's leading onboarding & practice management software

About this App

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


Automated client emails and texts

BM will automatically chase records and tax payments from your clients by email and text.

Automated task management

Manage your time effectively with automatically generated task lists for you and the team.

Automated onboarding

Automate your entire onboarding process from professional clearance to proposal & LOE.

Client portal

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.

Time tracking

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.

Custom forms

Build custom forms and share them with your clients through your GDPR-compliant portal.

Client timeline

An audit-trail of all client correspondence including emails, calls, text and meetings.

Cost (from)


Free Practice Subscription


Partner Program

Support Channels

  • Email
  • Live Chat
  • Online Help
  • Phone
  • Web Form

Mobile Platforms

  • Android
    android icon
  • iOS
    ios icon


Geographies Served

  • Ireland

  • United Kingdom

App features per category

Practice Management Features

  • 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

Visit BrightManager

Some details on this page are subject to change. If you see something wrong please contact us here.

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