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BrightManager

brightsg.com

From £34.10/mo Free trial Web
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Spec score 8.7 #3 of 29 in Accounting Practice Management Software

What it is

BrightManager is web-based practice management software for accounting practices, bookkeepers and payroll bureaus. It turns compliance deadlines into tasks and subtasks, using workflow templates, assignments and progress tracking to coordinate work. Onboarding can cover professional clearance, proposals, engagement letters, AML checks, risk assessments and HMRC agent authorisation requests. A branded client portal supports secure document sharing, e-signatures and form submissions. Reports cover productivity, aged work in progress, task efficiency and client profitability, while time tracking separates chargeable from non-chargeable work. Integrations include Xero, QuickBooks, FreeAgent, Sage, Companies House, Ireland’s CRO, BrightPropose, BrightAccountsProduction and BrightTax. Bright says data is hosted in European regions within GDPR-compliant, ISO 27001 and SOC 2 certified public-cloud centres. HTTPS with TLS 1.2 minimum protects transfers, and databases use transparent encryption at rest. Essential starts at £42.63/user/mo with a 30-day trial; Advanced and Premium are £57.85 per month under different contracts.

Spec sheet

Purpose
BrightManager is cloud-based practice management software for accounting practices, bookkeepers and payroll bureaus.Read 8 Oct 2026 · brightsg.com
Integrations
Listed integrations include Xero, QuickBooks, FreeAgent, Sage, Companies House, Ireland’s CRO, BrightPropose, BrightAccountsProduction and BrightTax.Read 8 Oct 2026 · brightsg.com
Compliance
Bright says it is aligned to ISO 27001 and complies with GDPR and the UK Data Protection Act 2018.Read 8 Oct 2026 · brightsg.com
Support
Bright lists BrightManager help guides, phone support at 01926 355 366, email support and weekday opening hours.Read 21 Oct 2026 · brightsg.com
Founded
2021Read 28 Sep 2026 · brightsg.com
Accounting integrations
The official product page lists Xero, QuickBooks, FreeAgent and Sage integrations.Read 21 Oct 2026 · brightsg.com
Acquisition history
Bright states that it acquired AccountancyManager and uses it as its practice-management product.Read 21 Oct 2026 · brightsg.com
AML tools
The AML guide states that users can run Veriphy identity and credit checks, store risk assessments and assign low, medium or high client-risk ratings.Read 21 Oct 2026 · brightsg.com
Automated communications
The system can automatically send clients record and tax-payment requests by email and SMS.Read 21 Oct 2026 · brightsg.com
Bright integrations
BrightManager connects with BrightPropose, BrightAccountsProduction and BrightTax, including task creation after accepted proposals and synchronized client details.Read 21 Oct 2026 · brightsg.com
Client portal
The portal supports GDPR-compliant document sharing, e-signatures, forms and practice branding.Read 21 Oct 2026 · brightsg.com
Client timeline
The client timeline records actions such as opened emails, signed documents and shared forms with timestamps.Read 21 Oct 2026 · brightsg.com
Encryption
Bright states that HTTPS with minimum TLS 1.2 is mandated for data in transit and transparent data encryption is mandated for databases at rest.Read 8 Oct 2026 · brightsg.com
Insights Hub
Insights Hub reports on productivity, aged work in progress, task efficiency and client profitability.Read 21 Oct 2026 · brightsg.com
Legal entity
UK Companies House lists Bright Software Group Ltd as an active private company incorporated on 18 April 2023 at Aura, 1 Harrison Way, Leamington Spa.Read 21 Oct 2026 · find-and-update.company-information.service.gov.uk
Limit: collaboration
SelectHub says reviewers find collaboration limited because the product lacks robust tagging and threaded discussions.Read 21 Oct 2026 · selecthub.com
Limit: mobile apps
TaxDome's comparison says BrightManager lacks native client mobile apps, native chat and team messaging.Read 21 Oct 2026 · taxdome.com
Limit: reporting
SelectHub says users consider analytics and insights less sophisticated than competing products.Read 21 Oct 2026 · selecthub.com
Limit: workflow depth
TaxDome's comparison characterizes BrightManager automation as less flexible, with fewer conditional and customization options.Read 21 Oct 2026 · taxdome.com
Maker founded
Bright says it was founded in 2021 when Thesaurus Software and Relate Software combined.Read 21 Oct 2026 · brightsg.com
Maker headquarters
LinkedIn lists Bright headquarters in Duleek, County Meath, Ireland, with 201-500 employees.Read 21 Oct 2026 · linkedin.com
Notable news
Bright's 21 June 2026 article says BrightManager and Xero reaffirmed their integration, including two-way contact and invoice synchronization.Read 21 Oct 2026 · brightsg.com
Notable plan limits
The Essential plan is priced per user for 2–12 users; Premium and Advanced are each described as single-user plans with 24-month and 12-month contracts respectively.Read 8 Oct 2026 · brightsg.com
Onboarding
Onboarding covers professional clearance, proposals, engagement letters, AML checks, risk assessments and HMRC agent-authorisation requests.Read 21 Oct 2026 · brightsg.com
Outages
StatusGator records BrightManager slowness on 27 July 2026 and white-label portal outages on 25 July 2026.Read 21 Oct 2026 · statusgator.com
Praise: automation
SelectHub reports repeated praise for automating onboarding, communications, task lists and deadline reminders.Read 21 Oct 2026 · selecthub.com
Praise: ease of use
SelectHub's review synthesis says users repeatedly praise the interface as easy to navigate.Read 21 Oct 2026 · selecthub.com
Praise: onboarding and AML
An independent accounting review identifies onboarding, AML workflows and deadline automation as the product's strongest use cases.Read 21 Oct 2026 · accountingstack.co.uk
Product purpose
BrightManager is cloud practice-management software for UK and Irish accounting practices, bookkeepers and payroll bureaus.Read 21 Oct 2026 · brightsg.com
Public API status
BrightManager's public ideas portal says a read-only API for clients and tasks is being explored and would have no write or update actions.Read 21 Oct 2026 · ideas.manager.brightsg.com
Rating on Sage Marketplace
No customer reviews are listedRead 21 Oct 2026 · uk-marketplace.sage.com
Rating on SoftwareReview.com
4.8 out of 5 from 45 reviewsRead 21 Oct 2026 · softwarereview.com
Rating on TrustRadius
9.7 out of 10 from 11 reviewsRead 21 Oct 2026 · trustradius.com
Rating on Xero App Store
5.0 out of 5 from 1 reviewRead 21 Oct 2026 · apps.xero.com
Rebrand
Bright announced on 24 November 2023 that AccountancyManager was renamed BrightManager.Read 21 Oct 2026 · brightsg.com
Registry integrations
Companies House and Ireland's CRO are listed as regulatory and company-data integrations.Read 21 Oct 2026 · brightsg.com
Reporting and time
Reporting covers productivity, aged work in progress, task efficiency and client profitability, while time tracking distinguishes chargeable from non-chargeable work.Read 8 Oct 2026 · brightsg.com
Security and hosting
Bright says its SaaS applications are hosted in GDPR-compliant, ISO 27001 and SOC 2 certified public cloud data centres, with data hosted in European regions.Read 8 Oct 2026 · brightsg.com
Security hosting
A Bright security whitepaper says products including BrightManager use Microsoft Azure for some data storage and cloud encryption.Read 21 Oct 2026 · hello.brightsg.com
Time tracking
BrightManager includes time tracking and workload visibility for practice teams.Read 21 Oct 2026 · brightsg.com
Website migration
Bright retired the former AccountancyManager website on 4 April 2025 and moved login and support resources to brightsg.com.Read 21 Oct 2026 · hello.brightsg.com
Workflow management
It automatically generates tasks and subtasks from compliance deadlines and supports workflow templates, task assignment and progress tracking.Read 8 Oct 2026 · brightsg.com
Workflow tasks
Workflow templates generate tasks and subtasks from compliance deadlines and support assignment and progress tracking.Read 21 Oct 2026 · brightsg.com
Xero integration detail
The Xero marketplace page says contacts and clients synchronize both ways and invoices synchronize as drafts or invoices with payment status updates.Read 21 Oct 2026 · apps.xero.com

Plans and prices

Essential £42.63 a month monthly; per user; 2-12 users; +VAT 30-day free trial Read 21 Oct 2026 · brightsg.com
Advanced £57.85 a month monthly equivalent; single user; 12-month contract; billed annually; +VAT Branded Portal · Proposal Tool · Customer Success Read 21 Oct 2026 · brightsg.com
Premium £57.85 a month monthly; single user; 24-month contract; +VAT Branded Client Portal · Pricing & Proposal Tool · Customer Success Membership · free additional user licence Read 21 Oct 2026 · brightsg.com
Essential £409.25 a year annually; per user; 2-12 users; +VAT 30-day free trial Read 21 Oct 2026 · brightsg.com
Advanced £694.26 a year annually; single user; 12-month contract; +VAT Branded Portal · Proposal Tool · Customer Success Read 21 Oct 2026 · brightsg.com
Premium £694.26 a year annually; single user; 24-month contract; +VAT Branded Client Portal · Pricing & Proposal Tool · Customer Success Membership · free additional user licence Read 21 Oct 2026 · brightsg.com

Every BrightManager plan and price →

Strong points and limits

Strong points

  • Generates tasks from compliance deadlines
  • Branded portal supports e-signatures
  • Tracks chargeable and non-chargeable time
  • Includes accounting and Companies House integrations
  • European-region cloud hosting

Limits

  • No free plan
  • Essential requires 2–12 users
  • Advanced has a 12-month contract
  • Premium has a 24-month contract

Who it suits

BrightManager is aimed at accounting practices, bookkeepers and payroll bureaus managing compliance work, clients, time and billing. It fits teams wanting accounting-focused integrations and a client portal.

Verdict

BrightManager covers workflow, onboarding, client exchange, reporting and time management in one browser service. Review user requirements and contract terms carefully, especially when comparing the Essential, Advanced and Premium structures.

Where Specifiction places it

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