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
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
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
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
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
What Our Customers Say
Discover how BrightReturn software solutions have helped professionals and small businesses streamline their workflows, boost solutionivity, and grow their business
Efficient client interactions are key in our industry. BrightReturn's tools have streamlined our workflow, ensuring prompt payments and smooth document sharing. It's been a game-changer for our business
Ryan Johnson
Partner, Real Estate Firm, Texas
BrightReturn has transformed how I manage my insurance business. Their software is intuitive and efficient, saving me time and helping me provide top-notch service to my clients. I can't imagine running my agency without it.
Sarah
Insurance Agent, Canada
BrightReturn has transformed our marketing agency. Its client portal and secure document sharing have enhanced our client interactions. Workflow automation saves us time, and the invoicing feature ensures we get paid faster.BrightReturn has significantly boosted our business
Juliana
Marketing Agency, New York
Our firm, has seen incredible improvements in our operations since incorporating these software solutions. They've revolutionized how we manage clients and workflows, especially in invoicing and client communications. I highly endorse them for any accounting firm looking to enhance their efficiency
Emily
Founder, Accounting Firm, New Jersey
Most Affordable Practice Management Software for Accounting Firms
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