Case Study: D H Tuck & Co achieves streamlined onboarding and faster client communications with Bright's AccountancyManager

D H Tuck & Co - Customer Case Study

D H Tuck & Co, a small family-run accountancy practice in Cleethorpes, struggled with an older Sage setup that required manual updates and paper-heavy processes. Seeking a more modern, cloud-based workflow to serve a younger, digital-savvy client base, they discovered Bright’s AccountancyManager at Accountex and moved to the platform to streamline operations.

Bright implemented AccountancyManager to automate onboarding (proposals, engagement letters, AML checks, agent authorisations), provide canned messages and bulk email segmentation, and enforce checklist-driven workflows. The result: after 2.5 years on the platform D H Tuck & Co replaced paper processes, saved hours of repetitive work, maintained service continuity while operating with just three staff for 6–8 weeks during lockdown, and delivered faster, more transparent client communications that increased perceived client value.

D H Tuck & Co

Jim Borrill

D H Tuck & Co