Smart Client Portal for your business!

Easily and securely share files, communicate, manage invoicing, and handle billing with our customizable client portal designed for agencies and professionals

Secure File Sharing

Share files securely with clients and team members
Upload and Share Files
Easily upload and share documents, contracts, and other files with your clients and team members
Full Control Over Access
Control who can view, edit, and download files with customizable access permissions
Data Protection
Ensure data protection with industry-standard encryption. Your files are encrypted and stored securely on cloud
Workflow Automation

Streamlined Communication

Communicate with clients and team members in a secure, centralized platform
Centralized Communication
Send and receive messages securely with clients and team members, reduce email clutter
Real-Time Notifications
Stay up-to-date with real-time notifications for new messages, file uploads, and project updates
Threaded Conversations
Keep conversations organized with threaded conversations and replies
Workflow Automation

Payment Integrations

Integrate with Payment gateway providers to generate invoices and get paid faster
Gateway Integrations
BrightReturn integrates seamlessly with Stripe, Paypal, Quickbooks payments etc. so you can accept credit card, ACH and other payments from your clients.
Accounting Integration
BrightReturn has addons that allow you to integrate with your accounting systems such as Xero, Quickbooks etc
Workflow Automations
Automate your workflows to send invoice when work is marked completed. Also, set automatic reminders if payment is not made within certain period
Invoice & Billing

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

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

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

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

Emily

Founder, Accounting Firm, New Jersey

Branding & Customization

Customize your client portal to match your brand and create a professional, cohesive experience
White Labeling
White label your client portal with your logo, colors, and branding to create a seamless experience for clients
Trust & Credibility
Use a fully secured domain to build trust and credibility with clients
Customizable Emails
Customize email templates with your branding and messaging to create a professional communication experience
Branding & Customization
Most Affordable Client Portal for Agencies and Service Professionals

Why Choose BrightReturn Client Portal?

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

Get Started for Free