Shannon Brady
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Articles
Recent activity by Shannon Brady-
Using the BrightAP Link to Import Sole Trader Data into BrightTax
This guide shows how to import a sole trader’s financial data from BrightAP directly into BrightTax, helping reduce manual input and streamline tax prep.Before You Begin- Ensure you have BrightAP ...
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Customising your Business Performance Report
Add, remove, and reorder metrics, edit AI-generated commentary, and add charts and tables to tailor your report for each client.Once your report has been generated, you have full control over what ...
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Exporting and delivering your report
Export your Business Performance Report to PDF or Word so you can share it with your client or add your own practice branding.Once you are happy with your report, you can export it to share with yo...
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Understanding your report metrics
A guide to all ten metrics available in the Business Performance Report — what each one measures, why it matters, and how to use it in a client conversation.The Business Performance Report offers t...