Case Study: Praxis achieves streamlined onboarding and automated practice workflows with Bright

From Haines Watts to practice owners (with a little help from AccountancyManager)

Praxis, a new accountancy firm launched by former Haines Watts partners in October 2020 (which also acquired Grace Frank), needed a cloud practice-management solution to unite two client sets, existing staff and high-profile clients while integrating with Xero. Faced with workflow, document management and automated client communications requirements, Praxis chose Bright’s cloud practice-management software to provide the ease of data import/export, task lists, onboarding and portal tools they required.

Bright implemented a cloud-based system with task-driven workflow, client onboarding and portal, automated record requests and timed reminder emails/texts, and Xero integration; the Praxis team quickly adopted it as the backbone of weekly meetings and compliance work. As a result Praxis boosted client turnaround, reduced manual chasing, improved client experience and freed partners to focus on relationships — and reported being ahead of budget on targeted new-business income — all while using a cost-effective Bright solution.

Praxis

Christopher Blunn​

Partner