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Inform Direct CoSec software from Bright

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Inform Direct is your comprehensive Company Secretarial software.

Essential practice management

Focus on your clients, not on the paperwork

Managing multiple clients and tasks can be exhausting. With BrightManager, you’ll streamline processes, giving you back the time to provide your clients with the attention they deserve.

  • Automated client onboarding 
    Bring new clients on board quickly and easily with automated onboarding.
  • Task and deadline management
    Organise tasks across your team effortlessly, ensuring nothing falls through the cracks.
  • Seamless integrations
    BrightManager syncs with your favourite tools, like Xero and QuickBooks, so you can manage everything from one place.
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from £33.60 (+VAT)

  • When billed annually
  • Price per user, per month
  • Up to 12 users
Confirmation statements calendar Inform Direct
Save hours on admin

Automate your confirmation statements

  • Prepare draft confirmation statements with all changes made during the year automatically included.
  • Send directly to your clients for approval before you submit to Companies House.
  • Use flexible automation features to save valuable hours.
shareholder-records
Simplify shareholder management

Easily generate shareholder
reports

  • Process transfers, allotments, cancellations, redemptions, splits, consolidations, and more. 
  • Create share certificates, dividend vouchers, and option certificates.
  • Get a full history of share transactions.
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Manage multiple officers

Keep Companies House updated and compliant

  • Quickly record new appointments, changes to current officers, and resignations.
  • Manage and update information on new and existing PSCs.
  • File changes to Companies House.
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Effortless and paperless

Maintain statutory registers automatically

  • Automatic updates following changes to officers, shareholders, PSCs, and company details.
  • Full suite of company registers, branded and available to print as needed. 
  • Easily integrate historic entries.
Streamline payroll

Fast, simple payroll for all your clients

BrightPay ensures seamless compliance with GDPR and payroll legislation, making payroll management easy and accurate for accountants, bureaus and businesses.

  • Multi-user platform
  • Access from anywhere
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Task automation
Task automation

Automate reminders, deadline tracking, and task lists for improved efficiency.

Manage your time effectively with automatically generated task lists driven by compliance deadlines. Create workflow templates, see task and subtask details at a glance, assign to team members, track progress and customise your task list to suit you.

Software integrations

Connect with QuickBooks, Xero, and Sage seamlessly.

Work without interruptions with direct links to the popular bookkeeping software your clients love to use. Keep everything streamlined to save valuable minutes, again and again.

BrightTax and BrightManager Integration
automated communication
Automated communication

Stay on top of records and deadlines effortlessly.

BrightManager automates email and text reminders to chase records and tax payments, ensuring you gather everything you need without the hassle. Send tailored or bulk messages, and never miss a client deadline again.

Efficiency

Integrations

Collaborative

Batch processing

It’s time to work faster and check for coding notices, finalise payslips, and send any outstanding RTIs submissions to HMRC for multiple employers, all at the same time.

Smooth onboarding
No need to waste hours manually entering employee details. Employers are set no time by importing employee data using a CSV or FPS file.
Direct payments

BrightPay is integrated with payment platform Modulr, allowing direct payments to employees and HMRC 24/7, 365 days a year. Payments are processed within 90 seconds, meaning timely payments and less chance of errors.

Linked to accounting
BrightPay has API integration with 8 different accounting software packages, including Xero, Sage Business Cloud Accounting, and QuickBooks. Simply send the payroll journal from BrightPay directly to your bookkeeping software.
Multi-user access

Unlimited users can access the software and work on the same payroll file together. Any changes made will be visible in real-time for effortless collaboration.

Secure and accessible

Your data is securely backed up online on a remote server, with optimal security measures in place to protect it. BrightPay utilises the cloud computing service Microsoft Azure – one of the leading file hosting services in the industry – to store user data.

Win clients

Professional, branded proposals.

BrightPropose creates branded, professional proposals and letters of engagement that quote accurate pricing and ensure you avoid under-pricing. Plus, effortless onboarding will impress every client.
  • Accurately price your services
  • Seamless proposal acceptance to project initiation.
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Fast

Professional

Profitable

Create proposals

Customise and edit proposals quickly and easily, giving you time to focus on billable activities. Produce personalised letters of engagement at the touch of a button.

Link with BrightManager
Transfer your client information from our practice management software into your proposals via seamless integration with BrightManager.
Branded for you

Fully customise your client proposals, emails, and letters of engagement to reflect your firm’s branding, identity and style.

Digital signing
Set the tone for clients with secure digital signing for Proposals and Letters of Engagement.
Catch-up fees

Guarantee accurate pricing for annual services when onboarding a client partway through your financial year.

Pricing calculator

Consistently price your services for optimal profitability, taking the guesswork out of new client pricing.

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Case studies

We help over 6,000 accountants and bookkeepers stay on top of their workload every day. Here's how users say we help.

 

Practice management

StriveX grew from a solo practice to a twelve-person team with over 600 clients. By using BrightManager’s CRM features, StriveX streamlined client onboarding, task management, and billing, allowing them to scale efficiently while maintaining a client-focused approach. The unified platform helped StriveX stay organised, meet deadlines, and provide seamless service, supporting their rapid growth and adaptability.

Tax from accounts to filing

Seamless compliance to power core activities

BrightTax gives you access to a suite of core compliance tools so you can work without interruption from annual accounts to tax filing for self assessment and corporation tax.
  • Live, user-friendly dashboard for managing clients
  • Integrations with HMRC, Companies House, and bookkeeping software
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Compliant

Productivity

Scaleable

Technically robust

Use error checking and validation across all modules to avoid expensive mistakes, plus transfer data in-app between accounts production and corporation tax to prevent transposition errors.

Support client types

Get the forms and schedules you need to support your clients, including:

  • Individual Self Assessment (SA100)
  • Year end accounts (FRS 102 and FRS 105)
  • Corporation Tax (CT600 and supplementary forms)
  • VAT (Making Tax Digital compliant)
Integrated with bookkeeping

Use two-way integrations between accounts production and your clients bookkeeping software to import the trial balance, transfer data into tax returns, then post journals back out. Supports Xero, Quickbooks and Sage. 

Secure remote access
Our advanced security means you get all the benefits of cloud software with none of the risk, so you can work flexibly and efficiently in the office, with clients and at home.
Simple pricing

Pay only for what you need at any level with pricing tailored to your client and user numbers.

Supported growth

With industry-leading support, dedicated migration assistance and an experienced development team, BrightTax can support and grow with your practice. 

Watch: How Inform Direct works

form-company
Automated and flexible

Form companies without the headaches

  • Complete set of company registers, share certificates, and board minutes for all formations.
  • Form all common types of companies and LLPs online.
  • Range of packages, options, and extras.
manage-company
Stay ahead of your work

Companies and changes in one place

  • Record changes to registered offices, SAIL addresses, and other changes to companies.
  • Process company name changes, dissolutions, and more.
  • Manage details of mortgages and charges.
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Work online

Step-by-step guidance for company accounts

  • Produce micro-entity and dormant accounts quickly, including drafts for clients.
  • Create iXBRL tagged accounts and submit directly to Companies House.
  • Tailor accounts to present to shareholders.
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Secure and reliable

Produce documents and store them safely

  • Access a range of template minutes, resolutions, letters, forms, and other documents.
  • Produce pre-populated documents within all processes.
  • Upload, manage, and store external documents.

Get started with a demo

Book a demo of Inform Direct today to transform your compliance work.

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See what our customers say

Inform Direct helps over 10,000 businesses and accountants manage their records online.

Feefo Inform Direct

We've been using Inform Direct for over 5 years. It saves so much time as well as giving peace of mind that we are up to date with the filing requirements for all of our client companies.

Chris Gascoyne Acumist

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The intuitive design and excellent support and detailed instructions have empowered us to confidently offer a wider range of CoSec services to our clients. It’s been an invaluable addition.

Binu Jacob BJ Accounting Solutions

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We LOVE Inform Direct - have used it for many years now and it's definitely been an integral part of our journey towards being a more streamlined and process driven practice. 

Tory Wagg Panthera Limited

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Get started with a demo

Let us know a little about you and one of the team will reach out to arrange a demo and offer you a month's free trial of our Company Secretarial software.