Case Study: Addison Accounts & Training achieves streamlined workflows and reduced admin with Bright

Addison Accounts & Training - Customer Case Study

Addison Accounts & Training, led by Claire Rulton, was growing quickly and struggling to scale using Excel spreadsheets, Post‑it notes, WhatsApps and heavy email traffic to manage clients and staff. To replace fragmented processes and improve visibility, the practice evaluated and trialled Bright’s AccountancyManager practice management platform.

Bright implemented AccountancyManager across the team—cleaning and importing client data, creating automated Task lists, canned messages and custom fields—so each staff member has their own workflow and clients are tracked centrally. The result: dramatic reductions in internal email, clearer task visibility and staff autonomy, faster issue resolution with Bright support (issues often resolved within minutes), and less stress for the owner with more consistent, efficient client workflows.

Addison Accounts & Training

Claire Rulton

Owner