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Scheduling and Managing Data Backups in BrightTax

Michaela Greene
  • Updated

 

Overview

BrightTax is a cloud-based platform hosted and maintained by Bright. Your data is stored securely in the cloud and is backed up automatically by Bright's infrastructure. However, BrightTax also allows you to schedule your own additional backups of your organisation's data for your own records and business continuity purposes.

 

✔ Tip: Because BrightTax is cloud-based, your data is always accessible from any device with an internet connection. You do not need to worry about local hardware failures affecting your data — Bright's infrastructure handles this automatically.

 

Scheduling a Backup
  1. Click the cog icon in the top-right corner of BrightTax to open System Settings.
  2. Go to System > Backups.
  3. Click Schedule Backup or Add Backup Schedule.
  4. Set the frequency — daily, weekly, or monthly.
  5. Set the time of day for the backup to run.
  6. Click Save to activate the scheduled backup.

 

✔ Tip: Schedule backups to run outside of working hours — for example, overnight — to avoid any impact on system performance during the day.

 

Running a Manual Backup

In addition to scheduled backups, you can trigger a manual backup at any time:

  1. Go to System Settings > System > Backups.
  2. Click Run Backup Now.
  3. BrightTax will generate the backup immediately. A confirmation will appear when complete.

 

Viewing and Downloading Backup Files
  1. Go to System Settings > System > Backups.
  2. The list of completed backups is shown with the date, time, and file size.
  3. Click Download next to a backup to save the file to your local device.

 

What Is Included in a Backup

BrightTax backups include your organisation's client data, task data, and configuration settings. The backup file can be used to restore data in the event of accidental deletion or to transfer data if required.

 

⚠ Important: Backup files contain sensitive client data. Store downloaded backup files securely in line with your firm's data protection policies and GDPR obligations.

 

Frequently Asked Questions

Q: Do I need to schedule backups myself or does BrightTax do this automatically?

A: Bright's infrastructure automatically backs up your data as part of the platform's standard operation. The manual backup scheduling feature is an additional option for firms that want their own copies of their data for business continuity or compliance purposes.

Q: How long are backup files retained in BrightTax?

A: Backup retention periods are subject to Bright's data retention policy. Contact support for details on how long backup files are stored within BrightTax.

Q: Can I restore data from a backup file?

A: Data restoration from a backup file is handled by Bright's support team. If you need to restore data, contact support with the relevant backup file and details of what needs to be restored.

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