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

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

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

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

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

Most Affordable Practice Management Software for Accounting Firms

Streamline your workflows, boost productivity, and grow your business

Increase Efficiency

Streamline your workflows and automate repetitive tasks to save time and boost productivity

Enhance Client Experience

Provide exceptional service to your clients with secure document sharing and personalized communication

Grow Your Firm

Scale your practice, attract new clients, and increase profitability with data-driven insights

Build Brand Trust

Establish credibility and trust with clients by delivering consistent, high-quality service

Practice management software that is affordable for firms of all sizes

Premium

Signup now to get 15% Discount

$15/month

per team member