Overview
BrightClient is the central place where all your client information is stored across the Bright product suite. Rather than entering the same client details separately in each product you use, BrightClient keeps a single, shared record that all connected products can read from and update.
When you update a client's details in one product, those changes are automatically reflected everywhere else, saving time, reducing errors, and keeping your data consistent.
What BrightClient stores
BrightClient holds a range of information about your clients and the people associated with them, including:
- Business client records (companies, partnerships, and other entities)
- Individual client records (for personal tax and self-assessment)
- People records (the individuals behind your contacts and clients)
- Contact records (roles a person holds in relation to a client, such as Director or Shareholder)
- Addresses (with a full history of previous addresses where relevant)
How BrightClient connects your Bright products
When you use multiple Bright products such as BrightBooks, BrightManager, or BrightAP , BrightClient acts as the shared foundation that links them together. Each product shows you which clients already exist in BrightClient, so you can select and reuse records rather than creating them from scratch each time.
| Example |
| A client already set up in BrightManager can be found and selected in BrightAP without re-entering their details. Any updates made in either product will be reflected in both. |
What this means for your day-to-day work
- Search for a client once and reuse that record across all products
- Client details stay accurate and up to date without manual duplication
- When a client's information changes, such as a new address or name - you update it once
- You can see which Bright products are already linked to a client record
Key things to know
| Concept | What it means |
| One record, many products | A client record created in any Bright product is stored once in BrightClient and shared across all connected products. |
| Search before you create | Before adding a new client or contact, BrightClient will search for existing records automatically. This prevents duplicates. |
| People and contacts are separate | A person is the individual. A contact is the role that person holds in relation to a specific client (for example, Director of a company). One person can have multiple contact roles. |
| Addresses are tracked over time | BrightClient keeps a history of address changes, so you always have an accurate record of where a client or person has been based. |
Which Bright products work with BrightClient?
BrightClient is designed to work across the Bright product suite. Products currently integrated include BrightBooks, BrightManager, and BrightAP. If you are unsure whether a specific product you use is connected, check the product's settings.
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