Case Study: Awesome Accountants Limited achieves faster client signatures and saves time with BrightManager

BrightManager A valuable tool for Awesome Accountants

Awesome Accountants Limited, founded by Sharon Bishop, supports small businesses from start-ups to growing established firms. Before using BrightManager, the practice spent weeks chasing client signatures for self-assessment returns and accounts, and needed a better way to manage onboarding, AML procedures, and client communication.

With BrightManager, Awesome Accountants Limited uses the client portal, automated signature requests, chasing templates, and a white-labelled interface that matches its brand. Sharon says 95% of clients now sign documents on the same day, compared with about two weeks before, and the automated chasing system saves at least five hours per week.

Awesome Accountants Limited

Sharon Bishop

Founder