Top BrightReturn Alternatives
Zoho CRM
zoho.com
Run your entire business with Zoho's suite of online productivity tools and SaaS applications. Over 50 million users trust us worldwide.Try our Forever Free Plan!
Xero
xero.com
Xero is a New Zealand domiciled public technology company, listed on the Australian Stock Exchange. Xero is a cloud-based accounting software platform for small and medium-sized businesses. The company has three offices in New Zealand (Wellington, Auckland and Napier), six offices in Australia (Melb...
FuseBase
nimbusweb.me
FuseBase (formerly Nimbus) is an AI-powered, all-in-one client collaboration tool designed to help professional services streamline workflow and deliver outstanding customer experiences with client portals. This platform empowers professional services with hundreds of advanced yet intuitive features...
Softr Studio
softr.io
Softr.io lets you create client portals and internal tools for your business in minutes, without code. It works with Airtable and Google Sheets. Join more than 90,000 teams building portals for their clients or partners, employee intranets, project management tools, dashboards, CRMs, and many more.
Flowlu
flowlu.com
Flowlu is an all-in-one business operating platform that contains all essential tools for project, task, finance and customer management. Flowlu provides you with a profound overview of everything that is going on in your company. You can track every part of your business, from time spent by your te...
Karbon
karbonhq.com
Karbon is a Practice Management platform for accounting firms. It provides a truly collaborative platform to manage workflows, communicate with teams and deliver exceptional client work. By combining email, discussions, tasks and powerful workflows, Karbon aligns your team with a single place to com...
SuiteDash
suitedash.com
More than just Client Portal Software, SuiteDash is a fully integrated cloud-based platform that will completely satisfy the software needs of most small to medium-sized businesses. Unfortunately, many business owners have become incredibly frustrated with software because they've spent far too much...
Copilot
copilot.com
Copilot’s product suite gives business an all-in-one solution for client communication, payments, file-sharing, contracts, forms, help desks, and more. Additionally, Copilot enables businesses to offer their clients a unified experience with a branded client portal. Today, hundreds of tech-enabled s...
Dext
dext.com
Dext makes accountants and the businesses you look after more productive and profitable through better data and insights. Combine real time accurate data with practice productivity tools. Free up your team to spend more time adding value. Prepare finances You can Prepare, sort and automatically publ...
Moxo
moxo.com
Streamline external projects with customers, vendors, and partners. With Moxo, accelerate workflows from account acquisition, to onboarding, and servicing. Coordinate with customers, vendors, and partners to achieve joint deliverables, track milestones, exchange documents, gather approvals and more....
Accelo
accelo.com
Accelo is used and loved by professional service businesses around the world to manage their client work, profitably. The end-to-end cloud-based platform manages all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and m...
SuperOkay
superokay.com
SuperOkay gives you a unified easy-to-use interface to share all your links and documents with your clients and partners.
Canopy
canopytax.com
Unclunk your accounting firm and manage your team, clients and tasks from a single, central hub. Canopy is the cloud-based, accounting practice management software built for tax, bookkeeping and accounting firms. Sending proposals, accepting payments, and everything in between - without extra logins...
Financial Cents
financial-cents.com
Scale your accounting firm with one easy-to-use solution. Collaborate with your staff, track the status of client work, automate client-data collection, track time, invoice your clients, and store all your client information in one secure place!
TaxDome
taxdome.com
Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-service accounting firms. Trusted by more than 10,000 firms to communicate with more than 3 million ...
Dock
dock.us
Dock is the revenue enablement platform that customers love. What you get with Dock: Buyer & Customer Workspaces Sales Content Library Order Forms w/ e-Signature Security Profiles w/ NDA Dock makes it easy to set up digital sales rooms, onboarding plans, client portals and project hubs. Learn more a...
Onehub
onehub.com
Onehub is the secure file storage and sharing service built for businesses of any size. Bank-level encryption of your data as well as our granular, role-based permission structure means you can control who has access to your content and share critical business files with confidence. Onehub offers a ...
Planhat
planhat.com
Planhat is a customer platform built to give insights, manage workflow and drive customer experience. Planhat is helping hundreds of modern technology companies worldwide center their business around their customers in order to maximize customer success and customer lifetime value. Built for everyon...
vcita
vcita.com
vcita is enabling you to focus on growing your business, stay organized and deliver exceptional client experiences with an intuitive management platform. Automate time-consuming admin tasks like payment collection & billing, scheduling, client reminders & management - track your interactions with cu...
Jetpack Workflow
jetpackworkflow.com
Jetpack Workflow is a workflow management tool that helps firms standardize, track and automate their processes allowing them to complete more work and prevent tasks from falling through the cracks. Serving over 16K customers globally, we help firm owners meet deadlines, track team progress, and gro...
Recapped
recapped.io
Recapped enables teams to collaborate directly with their clients through the last mile of sales, including pilot management and onboarding. Upload relevant content for clients to engage, assign next steps for clients with due dates (and automatic reminders), and ensure everyone finally stays on the...
MYOB Australia
myob.com
Whether you're just starting out, or running an established enterprise, you can manage your entire business with MYOB. One business management platform, with all your key workflows – from finance and supply chain to employee and project management – MYOB saves you time and money. Wherever your bus...
Suralink
suralink.com
Suralink is the leader in PBC request list management, helping accounting firms simplify the audit documentation process while improving the client experience. Our cloud-based application integrates a dynamic PBC request list and assignment workflow with a secure file hosting platform to give client...
GuideCX
guidecx.com
GUIDEcx is the world's leading Client Onboarding solution that creates a seamless transition between your sales and implementation process. With over five years and 300,000 successful onboarding projects completed, we know how to leverage our wisdom to deliver consistent Customer Onboarding experien...
Shape Software
setshape.com
Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape Software provides a collaborative space for...
Aligned
alignedup.com
Sales teams - put simply, ALIGNED is a digital sales room–a collaboration platform for your team and your buyers. It allows you to orchestrate complex deals, increase buyer engagement, and shorten time to value. How? Aligned streamlines all of your customer communication, content, processes, and too...
Workiro
workiro.com
A next-generation app that uniquely combines task, communication and document management capabilities, including e-signature - helping you get any work done, with anyone, in a better way.
Capium
capium.com
Capium is a fully integrated accounting suite based in the Cloud, which means there is no need to have any hosted desktop or internal/external servers. It's everything you would expect from your basic desktop accounts software, but continually accessible virtually. Capium suite can be accessed from ...
MangoApps
mangoapps.com
Engage, excite, and connect your entire company! MangoApps is a unified employee experience platform combining intranet, training, teamwork, and content management into a dashboard and workspace. Our user-friendly, infinitely customizable approach fits into how your company already does business, cr...
Liscio
liscio.me
Liscio is a secure cloud-based web and mobile software solution that simplifies client communication and collaboration. With features including secure messaging, secure file sharing and storage, FirmView, Firm-to-One service, Mobile App, FrontDesk onboarding, e-signatures, and more, Liscio replaces ...