Matt Kavanagh
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Articles
Recent activity by Matt Kavanagh-
Changing a client from Limited Company to Self-Assessment in BrightClient
Overview: BrightClient does not allow you to convert a client between a business client type (such as a Limited Company) and an individual client type (such as Self-Assessment). These are fundament...
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Create a client in BrightClient before creating a dataset in BrightAP
Your client is created in BrightAP and will be automatically generated in BrightClient.You cannot create clients directly in BrightClient, clients must always be created within your BrightAP produc...
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How to access BrightClient
OverviewBrightClient can be accessed in two ways. For day-to-day client work, it is built directly into your Bright products and works in the background whenever you search for or save client data....