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Overview
AccountancyManager offers a comprehensive practice management solution for accounting firms, streamlining client onboarding, task management, and team collaboration. While some features may require initial setup, the platform’s automated workflows, secure client portals, and insights hub make it an effective tool for improving efficiency and transparency across accounting practices.
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Starting Price
Custom
AccountancyManager Specifications
Financial Reporting
Invoice Management
Audit Trails
Billing and Invoicing
What Is AccountancyManager?
AccountancyManager, now known as BrightManager, is a cloud-based practice management solution built specifically for small to medium-sized accounting and bookkeeping firms. It addresses the core administrative burdens that consume non-billable hours. The platform streamlines the entire client lifecycle with features like automated onboarding, handling everything from proposals to AML checks. Its automatically generated task lists, driven by compliance deadlines, help teams stay organized and meet every deadline, freeing professionals to focus on high-value advisory work and practice growth.
AccountancyManager Pricing
AccountancyManager offers the following plans:
- Standard: £42.00/user/month, for up to 12 users
- Enterprise: Custom pricing
Disclaimer: The pricing is subject to change.
AccountancyManager Integrations
The software supports integration with multiple systems and platforms, such as:
Who Is AccountancyManager For?
AccountancyManager is ideal for accounting and finance firms and professionals, including:
- Accounting firms
- Bookkeeping practices
- Payroll bureaus
- Tax advisers
- Sole practitioners
Is AccountancyManager Right For You?
AccountancyManager is an ideal choice for accounting firms aiming to enhance operational efficiency and maintain compliance. Its key strength lies in automating client onboarding and communication within a secure, GDPR-compliant framework supported by integrated AML checks. Recognized through multiple LUCA and Accounting Excellence awards, the platform offers a scalable, reliable foundation for sustainable practice growth.
Still doubtful if AccountancyManager is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
AccountancyManager Features
AccountancyManager helps firms manage time effectively with automatically generated task lists driven by compliance deadlines. The software allows creation of workflow templates, detailed task and subtask views, team assignments, progress tracking, and full customization of task lists to suit your practice’s specific needs.
The platform tracks time to monitor productivity, generate invoices from work in progress, and assess profitability. Users can see real-time team activity, evaluate chargeable versus non-chargeable work, identify workflow bottlenecks, and gain actionable insights that support efficient resource management and optimal project outcomes.
The software centralizes all forwarded emails, displaying the most recent first for easy access. Users can filter messages by linked and unlinked emails, maintain a comprehensive communication record, and ensure no correspondence is missed, improving client management and team collaboration across the practice.
The platform performs AML ID and credit checks, stores risk assessments using built-in checklists, and assigns client risk ratings. This feature ensures compliance with regulatory standards, protects your practice from potential liabilities, and provides a structured approach to managing client risk efficiently and securely.
AccountancyManager empowers firms to evaluate job profitability, monitor staff costs against client revenue, and identify key profit sources. The software allows users to review fee structures, track financial growth strategies, and make informed business decisions that optimize profitability while supporting long-term practice development.
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