Create a Complete End-to-End Solution with BrightBooks, MyWorkpapers, BrightAccountsProduction, and BrightTax – From Digital Records to Compliance Filings
01 Apr 2025
Demo Room 2
DAS25
Do you worry about manually replicating data, the risk of errors, or the time-consuming nature of managing client accounts? It may sound too good to be true, but we’ve got you covered. With the power of integrated cloud software, managing your client accounts from start to finish becomes a smooth and straightforward process. We can offer a seamless solution that not only mitigates the need for manual data replication but also speeds up your workflow, reduces the risk of human error, and ensures the entire process is safer and more efficient. In this session, we’ll walk you through four phases, showing how BrightBooks, MyWorkpapers, BrightAccountsProduction, and BrightTax work together to streamline your accounting workflow. Phase 1: Start with BrightBooks for digital record-keeping and powerful financial reporting. Generate profit and loss statements, balance sheets, and cash flow reports to understand your clients' financial health and make informed decisions. Data then flows seamlessly into MyWorkpapers. Phase 2: Enhance your year-end process with MyWorkpapers, giving you detailed documentation and evidence that support the numbers in financial statements, providing an essential audit trail for regulatory compliance. The final adjusted data is then effortlessly passed on to BrightAccountsProduction. Phase 3: With BrightAccountsProduction, you can create fully compliant final accounts for your clients. The software ensures that your financial statements are accurate and in line with the latest accounting standards, with all the necessary notes and disclosures. Once complete, the data flows seamlessly into BrightTax to prepare the final tax return. Phase 4: Finally, BrightTax uses the data to complete the tax return information for limited companies, self-employment, and partnerships before passing any adjusting tax journals back into the accounts. With seamless integration between all four products, you’ll save time, reduce errors, and simplify the entire accounting and tax filing process.
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