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What is Timworks?

Timworks distinguishes itself as the leading application for client support and communication, designed to streamline customer assistance while providing secure audit trails and unlimited access for clients. By seamlessly integrating with your preferred tools, Timworks significantly improves your workflow, enabling you to work both faster and more efficiently. You can quickly send invoices right from the chat to platforms such as Dext or HubDoc, making the process incredibly swift. Your clients' information is safeguarded with Timworks, which adheres to GDPR regulations, ensuring that you are always audit-ready while protecting sensitive data. Eliminate the hassle of endless email threads; our real-time communication feature showcases your dedication to clients and allows you to resolve their questions in a matter of seconds. Adding a colleague to specific client accounts can grant you some well-deserved breaks. Moreover, your clients will have access to an assistant powered by ChatGPT, capable of addressing their inquiries and questions, which can ultimately save you precious hours each week and boost overall productivity. With Timworks, both you and your clients can expect a notable increase in efficiency and satisfaction, paving the way for enhanced collaboration in the future. This innovative tool truly redefines how client interactions are managed and optimized.

What is BrightManager?

BrightManager is a cloud-based practice management solution tailored for accounting and bookkeeping firms, designed to simplify administrative responsibilities and improve client management from the initial onboarding phase through to the final delivery of services. The platform boasts a client timeline that accurately records and timestamps all interactions with clients, including when emails are opened, documents are signed, and forms are filled out, which aids in creating thorough audit trails and safeguarding against liabilities. Key features include automated onboarding processes, integrated task and time-tracking tools, customizable forms, templated workflows, a secure client portal for document sharing and electronic signatures, and automated communication options via email and SMS. Furthermore, BrightManager's Insights Hub provides in-depth reporting on productivity metrics, outstanding work-in-progress, and analyses of client profitability. By prioritizing customization and smooth integration, the platform enables firms to streamline repetitive administrative tasks, gather client information in one centralized location, and significantly boost team productivity, allowing them to focus more on effectively serving their clients. This holistic strategy not only enhances operational efficiency but also cultivates stronger relationships with clients by improving communication and service delivery, ultimately leading to greater client satisfaction and loyalty. The result is a significant transformation in how firms manage their client interactions and internal processes.

Media

Media

Integrations Supported

Xero
AutoEntry
BrightPropose
ChatGPT
Datamolino
Dext Commerce
Hubdoc
QuickBooks Online
Sage 100
Siemens Insights Hub
Slack

Integrations Supported

Xero
AutoEntry
BrightPropose
ChatGPT
Datamolino
Dext Commerce
Hubdoc
QuickBooks Online
Sage 100
Siemens Insights Hub
Slack

API Availability

Has API

API Availability

Has API

Pricing Information

$63.84 per month
Free Trial Offered?
Free Version

Pricing Information

$27.23 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Timworks

Company Location

United Kingdom

Company Website

www.timworks.com

Company Facts

Organization Name

Bright

Date Founded

2021

Company Location

Ireland

Company Website

brightsg.com/brightmanager-accounting-practice-management-software/

Categories and Features

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Categories and Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

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