BrightManager is a cloud-based practice management solution that helps accountants automate their admin. Key features include electronic signatures, document management, automated emails and comprehensive task management. Designed for bookkeepers, accountants and payroll businesses, BrightManager sends requests to clients for account records via email/text messages based on specified intervals. It comes with a document portal, which allows accountants and customers to upload and share crucial data. Additionally, the solution provides interaction timelines and records of client text messages, emails, meetings, telephone calls and more. BrightManager comes with a tool to perform anti-money laundering (AML) identity checks on clients and ensure compliance. It is availabl...