No filing cabinet.
Clients see a clean, newest-first inbox and one loud button to send a file. There is no folder to choose, so there is no wrong folder to choose.
The client portal for accountants
The receipt is never a mystery.
BrightReturn gives your firm one clear place to collect, confirm, and find every client document. Import your client list and start collecting this afternoon. Your clients know what arrived. Your team knows what happens next.
14-day trial. No card. Live in under an hour.
portal.hartandco.comsecure
Good morning, Maya
Everything your accountant has shared with you.
Send a documentDrop it here or take a photo with your phone.
PDF2025 Federal Return.pdfFrom Hart & Co. · 4.2 MB ReceivedToday, 10:42 AM
PDFW-2 - Bright Labs.pdfFrom Hart & Co. · 812 KB ReceivedYesterday
IMGHome office receiptsYou sent · 3 pages UploadedJun 18
Less chasing.
More certainty.
Most portals make clients wonder where to click and firms wonder what actually arrived. BrightReturn makes the handoff legible on both sides.One inbox. One status. One source of truth.
No loose ends.
Your team works a cross-client review queue. Accept a document and it is filed: one keystroke, straight into the right folder.
No “did you get it?”
Named receipts show who opened a document, when they opened it, and what happens next. The audit trail is permanent and visible.
Signed up at nine.
Collecting by ten.
A suite is an implementation project. BrightReturn is an afternoon. Three steps and no sales call. You can send your first document request the day you sign up.
Import your client list
Export from Drake, Lacerte, QuickBooks, or a spreadsheet you keep by hand. BrightReturn matches the columns for you and only asks when it isn't sure.
Apply a folder template
Starter folder structures and request checklists come built in for every entity type, 1040 through 1120-S, so your filing taxonomy exists before season does.
Send branded invitations
Clients get an email carrying your firm's name, your logo, and a magic link. No password to invent, no manual to read. Documents start landing the same day.
The firm view
Turn every upload into a clear next step.
Documents land where your team expects them. Requests stay attached to the client. Every item in a checklist ends in a file or an answer: “I don't have this” or “waiting on a third party.” Nothing sits silently unanswered.
Reminders run on the deadline and stop when the work is done.Take the full tour →
brightreturn / Hart & Co.⌘ K
Review queue
Uploads and request answers waiting for you.PDF2025 K-1 - Rivera FamilyUploaded by David Rivera · 8:41 AMReadyAccept
IMGBank statements - Oak StudioUploaded by Priya Shah · 8:13 AMReadyAccept
TXTMissing 1099 - Marcus LeeClient marked “waiting on third party”ReviewOpen
PDFSigned engagement letterUploaded by Anna Brooks · YesterdayReadyAccept
Built for the client who signs in once a year.
The real test of a portal is not your team. It is your busiest, least technical client in the second week of April. BrightReturn is designed for exactly that person,so putting your clients on it never makes you look bad.
MAGIC-LINK ENTRY
Every request and reminder email carries a one-time sign-in link. No password to remember; two-factor still applies for anyone enrolled.
ONE LOUD BUTTON
Sending never asks where. Every upload lands in the client's inbox folder, so your team files from one predictable place instead of hunting a guess.
SCAN WITH A PHONE
A paper W-2 becomes a multi-page PDF from the client's phone camera. It arrives assembled in the browser and files like any other upload.
YOUR BRAND, NOT OURS
Your logo, your colors, and your welcome text, applied before login. Your clients see their accountant, not our software.About white label →
The questions you'd ask next.
Firms weighing a portal have heard the pitches before. Here are the objections we hear most, answered straight so you can decide faster.
“Our tax software already has a portal.”
Bundled portals are why your clients email PDFs anyway. BrightReturn is branded as your firm, opens from a magic link, and shows you what arrived. Try it with five clients this afternoon and compare.
“We can't switch during tax season.”
There's no setup project to schedule. Import the client list, apply a folder template, and send invites in under an hour. You don't migrate history to start collecting this season's documents.
“Is it secure enough for tax documents?”
Two-factor authentication on both staff and client accounts, folder-level access control with expiring staff access, share links that expire and rotate, and a permanent audit trail. Read the specifics →
One plan, no puzzle
Serious about documents. Plain about price.
Unlimited clients, portal users, and storage. You pay for your firm's staff seats, never for the behavior you want more of. The suites bill $800–1,200 per user per year, upfront. See pricing details →
BrightReturn for firms
$25per staff user / month
Everything your firm needs to get documents in, confirmed, and findable. No annual lock-in. White-label branding included. $20 per user when billed annually.
Unlimited clients Unlimited portal users Unlimited storage Document requests Named read receipts Your firm's branding
Start free trial Start collecting documents today.
Import your client list, apply a folder template, and send branded invitations. Your firm can be collecting documents this afternoon.
Start free trial 14-day trial · no card · cancel anytime