Case Study: Certax Accounting achieves 150+ hours saved per month with Bright

Certax Durham switches from IRIS to AccountancyManager and saves over 150 hours a month

Certax Accounting, a 32‑strong practice in Durham supporting over 1,000 clients, was losing time to manual admin, missed deadlines and an inflexible IRIS system while partners juggled study and furloughs. To modernize their workflows they moved to Bright’s AccountancyManager, seeking a flexible practice‑management and client‑communication platform that could be customised around their existing processes.

Bright implemented AccountancyManager across the firm (a four‑month migration), adding canned messages, automated emails/texts, Xero integration and second‑accurate time tracking to create an audit trail and reduce duplicate work. Certax Accounting reports saving more than 150 hours a month, avoiding fines and missed tasks, improving invoicing and visibility across the team, and freeing partners to focus on growth — measurable gains enabled by Bright’s solution.

Certax Accounting

Matt McConnell

Co-Owner