Michaela Greene
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Recent activity by Michaela Greene-
Multi Firm Access
BrightWorkpapers Muti firm access allows users with the same account in multiple firms, quick access, and navigation between firms. Notes: For Multi Firm access to work for your user role you must ...
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Single Sign on (SSO) via Microsoft
Logging inWhere your firm has set up SSO with Microsoft. Users set up within BrightWorkpapers are able to log in via their associated Microsoft 365 accountSimply click Sign in with Microsoft. Firs...
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New Login Page
Thanks for reading more about the new login page. Logging in to BrightWorkpapers has never been easier! What's changed:Firm username removal – You no longer need to enter your firm name, all you ne...
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Two Factor Authentication Using App
Two Factor Authentication Using AppBrightWorkpapers is pleased to announce the release of the 2FA using authentication apps. This will allow for better security when logging in to BrightWorkpapers....
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Setting up BrightID
In this guide, we will show you how to set up and login via your BrightID.1. From the BrightWorkpapers login page, select the option to "Login with Bright". 2. You will now need to log in with 1 ...
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SMSF Letter To Client (Administrator)
On Your Letterhead Dear xxxx, BrightWorkpapers - Cloud Auditing Software Implementation We are writing to you because we are implementing a new software application within our firm for com...
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External Firm Portal Guide (For SMSF Administrators)
Contents Introducing BrightWorkpapers How does BrightWorkpapers affect me as the Fund Administrator? How will BrightWorkpapers save me time? How and when do I access the BrightWorkpapers External...
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Commencing your first file using BrightWorkpapers (UK Only)
Overview Firm Set Up Review Firm Roles and Permissions Enter Staff and Assign Roles Enter Client Details Optional: Activating Integrations Optional: Manage/Customise Templates File Creation Cr...
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Commencing your first BrightWorkpapers file AU
Contents Overview Firm set up Review firm roles and permissions Enter staff and assign roles Enter client details SMSF only: Client list import and administrator set up File creation Create a n...
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Accessing Live Chat
From the Help Centre homepage, you will notice a support icon in the bottom right corner. Select this and enter your question into the text box: Our Chatbox will then try to answer your questions w...