Streamline Your Accounting Practice
Simplify client management, boost productivity, and grow your firm with our affordable, easy-to-use software
Workflow Automation
Automate repetitive tasks, streamline your workflow, and focus on what matters most
- Automated task assignments and reminders
- Assign tasks to team members automatically based on predefined rules and criteria
- Customizable workflows
- Create custom workflows to match your firm's unique processes and requirements
- Customizable templates and checklists
- Create and reuse templates and checklists to standardize your processes and improve efficiency
![Workflow Automation](/images/workflow-automation.jpg)
Client Management
Keep track of all your clients in one place, including contact information, billing history, and more
- Centralized Client Database
- Keep track of all your clients in one place, including contact information, billing history, and more
- Secure document storage and sharing
- Store and organize all your client documents securely in the cloud for easy access anytime, anywhere
- Reports and analytics
- Identify trends, track performance, and make data-driven decisions with detailed reports and analytics
![Client Management](/images/client-management.png)
Time Tracking & Billing
Track billable hours, generate invoices, and get paid faster with our time and billing features
- Time tracking
- Track billable hours and expenses easily with our intuitive time tracking tools
- Invoicing
- Generate professional invoices and send them to clients with just a few clicks
- Payment processing
- Get paid faster by accepting credit card payments directly through BrightReturn
![Invoice & Billing](/images/invoice-billing.png)
Task Management
Stay organized and on top of your tasks with our easy-to-use task management tools
- Task lists and reminders
- Create task lists, set reminders, and stay on top of your to-do list
- Collaboration tools
- Collaborate with your team and clients by sharing tasks, comments, and files
- Due Date tracking
- Never miss a Due Date with automated Due Date tracking and notifications
- Time tracking
- Track the time spent on each task and project to improve productivity and efficiency
![Task Management](/images/tasks-timetracking.png)
Reporting and Analytics
Make data-driven decisions with detailed reports and analytics on your firm's performance
- Real-time insights into firm performance
- Get real-time insights into your firm's performance with detailed reports and analytics
- Customizable reports and dashboards
- Create custom reports and dashboards to track the metrics that matter most to your firm
- Client profitability analysis
- Analyze client profitability and make informed decisions on resource allocation
![Reports & Analytics](/images/reports-analytics.jpg)
Why Choose BrightReturn Practice Management?
Streamline your workflows, boost productivity, and grow your business
Increase Efficiency
Streamline your workflows and automate repetitive tasks to save time and boost productivity
- Eliminate manual processes and reduce administrative tasks
- Automate repetitive workflows and save time
- Focus on high-value activities and client relationships
Enhance Client Experience
Provide exceptional service to your clients with secure document sharing and personalized communication
- Provide a secure, centralized portal for client collaboration
- Improve communication and transparency
- Deliver faster, more responsive service
Grow Your Firm
Scale your practice, attract new clients, and increase profitability with data-driven insights
- Attract and retain clients with modern, professional tools
- Scale your practice without adding overhead
- Identify new revenue opportunities and areas for improvement
Build Brand Trust
Establish credibility and trust with clients by delivering consistent, high-quality service
- White label your client portal and communications
- Provide accurate, timely service to build client trust
- Demonstrate professionalism and reliability in all client interactions
Affordable Pricing Plans
Practice management software that is affordable for firms of all sizes
Premium
Signup now to get 15% Discount- Workflow Automation
- Client Management
- Time Tracking & Billing
- Branded Client Portal
- Team Management
- Secure Document Storage
- HRMS
- Client Communication (Email)
- Reports & Analytics
- Help Desk
- Exceptional Support
$15/month
per team member