Case Study: ChadSan achieves technology-driven, people-focused automation and faster client communication with Bright

How to be technology driven and people focused

Chadsan, a 45‑person accountancy firm operating from four offices (formerly Chaddesley Sanford), needed a practice-management solution that would automate routine admin without losing the personal client relationships at the heart of their "technology driven, people focused" culture. They were looking for a system that integrated with Xero, centralised client documents and communications, supported remote working, and handled Self Assessment workflows — and chose Bright to provide that practice‑management platform.

Bright implemented a platform with client portals, Custom Forms for Self Assessment, automated chasers and templated emails, task lists, e-signing and Xero integration. As a result Chadsan’s three‑person tax team now manages hundreds of clients across four offices far more efficiently: routine chasing and admin have been dramatically reduced (removing the traditional January "nightmare"), workloads are easier to share during peak periods or staff leave, and staff have more time for client advice and business development.

Chadsan

Rachel Dale

Tax Director