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
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
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
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
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
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