Case Study: SAS Senior Accounting Services achieves cloud-based efficiency and instant client onboarding with Bright

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Preview of the SAS Senior Accounting Services Case Study

SAS Senior Accounting Services From bin bags to the cloud

SAS Senior Accounting Services, led by Samantha Senior, is a Yorkshire-based practice that has diversified into niche areas including recruitment and a new aesthetics-focused company. Faced with legacy paper processes, bin bags of receipts and time‑consuming Excel workflows, the firm needed a user‑friendly cloud solution to support flexible working for parents, simplify onboarding and scale the business—so they turned to Bright and its AccountancyManager (AM) practice management tools.

Bright implemented AccountancyManager to automate client onboarding, provide a client portal and document uploads, supply template engagement letters and enable online signing and time logging. The result was instant, one‑click onboarding, faster document capture and the ability for staff to log in and work remotely, freeing the team to focus on clients and community support; for example, Sam was able to help around 10 small businesses access £6k discretionary grants during lockdown thanks to the capacity Bright’s AM created.


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SAS Senior Accounting Services

Samantha Senior

Owner


Bright

63 Case Studies