BrightReturn's Time Sheet streamlines work hour and task logging, offering management insights for improved invoicing and efficiency.
Timer
BrightReturn's Timer offers seamless task tracking, automatically assigning completed task times to the right projects or clients in the Time Sheet for accurate billing and efficiency.
Invoice Automation
Automatic Invoice Generation
Upon milestone completion, BrightReturn automatically issues detailed invoices for the associated tasks, streamlining client billing with clarity on delivered services.
Fast Payment Collection
BrightReturn's invoicing system sends bills directly to clients with secure online payment options, making the payment process faster and more convenient, thus improving client satisfaction.
Integrated Dunning Process
BrightReturn's system automates dunning management by sending reminders for overdue invoices, streamlining the approach to late payments.
Document Management
Client Portal for Document Uploads
BrightReturn's Client Portal provides a secure platform for clients to upload financial documents directly, ensuring a streamlined workflow with instant access for the firm upon upload, enhancing efficiency in document management.
AI-Powered Smart Folders
AI-based intelligent categorization into Smart Folders, and quick, AI-enhanced search for efficient document management and access.
Data Extraction
Boosts bookkeeping and tax preparation efficiency by auto-extracting and categorizing details from IRS forms, bank and credit card statements, invoices, and receipts into a single Excel sheet, streamlining financial organization and accuracy.
Workflow Automation
Define Pipeline Stages
Outline client service stages from initial contact to delivery.
Identify Automatable Tasks
Pinpoint repetitive tasks that can be automated to save time and improve client experience. This includes sending tailored proposals to new prospects, automated reminders for document submission, and personalized follow-up emails.
Customize Automation Rules
Develop automation triggers that correspond to specific stages in your client service pipeline. For instance, automatically dispatching engagement letters when a client is onboarded or sending out proposals when a prospect reaches a certain qualification stage.
Monitor and Optimize
Regularly review and tweak automations for peak efficiency.
Organizer and Webform
Customized Webform Creation
Create service-specific webforms with necessary fields for client information and documents.
Client Submission
Clients fill out and submit these forms securely online, at their convenience.
Organized Information Receipt
Submitted data is automatically organized, stored, and delivered in a structured format for team processing.
eSign and Contract Management
Contract Preparation and Sending
Easily create or use templates for contracts, sending them to clients with a few clicks for review.
Electronic Review and Signature
Clients can review and electronically sign contracts at their convenience, avoiding in-person meetings and physical paperwork.
Receipt and Storage
Both parties receive a copy of the signed contract, which is then securely stored in the cloud for easy access.
Bulk Email and Client Engagement
Segment Client List
Organize clients by service usage, interests, or other criteria for targeted messaging.
Create Personalized Content
Craft engaging email content with updates or new services, utilizing AI for compelling newsletters.
Send to Targeted Segments
Distribute tailored emails to specific client segments to boost relevance and engagement.
AI-Generated Newsletters
Use AI to produce informative newsletters effortlessly, maintaining value-added communication.
