Legal

Terms of service

Effective August 2026

The service

BrightReturn provides a client portal and document management service for accounting practices. Your firm's administrators control who has access: staff seats, client invitations, folder visibility, and shares.

Your content

Documents and data your firm and its clients store in BrightReturn remain yours. You grant us only the rights needed to operate the service: storing, transmitting, displaying, and backing up your content. We claim no other rights to it.

Accounts and responsibility

• Keep credentials confidential; enable two-factor authentication for staff.
• The firm is responsible for what its users upload and for having the right to store client documents in the service.
• Don't use the service to store or distribute unlawful content, or attempt to breach its security.

Billing

Pricing is per staff user: $25 per month billed monthly, or $20 per month billed annually. The 14-day trial requires no payment method. You can add or remove seats, cancel at any time from the billing page, and the subscription ends at the close of the paid period. We never bill a year upfront on the monthly plan, and we never charge for clients, portal users, or storage.

Leaving

You can export your firm's documents as a zip at any time, before or after canceling. After account deletion, content is removed as described in theprivacy policy.

Service changes and availability

We work to keep the service available and will communicate material changes. If we ever discontinue the service, you will get notice and a reasonable window to export your data.

Disclaimers and liability

The service is provided "as is." To the maximum extent permitted by law, our aggregate liability is limited to the amounts you paid in the twelve months before the claim. Nothing in these terms limits liability that cannot lawfully be limited.

Contact

Questions about these terms: support@brightreturn.com.