Case Study: Tax and Financial achieves streamlined workflows and automated client reminders with Bright

Tax and Financial - Customer Case Study

Tax and Financial, led by Anita Cocks, is a growing Exeter practice serving construction, automotive and local businesses that had outgrown fragmented systems and manual processes. Facing missed deadlines, clumsy onboarding and the need for Xero integration, they moved away from Senta and adopted Bright’s AccountancyManager to bring their workflow, client communications and compliance checks into one place.

Bright implemented AccountancyManager to centralize task management, onboarding, automated email/text reminders, Companies House sync, time tracking and integrations. The result was faster, smoother client onboarding with far fewer support calls, improved team visibility and handovers, automated chasing that clients appreciate, and time logs that save hours and justify fee reviews — outcomes Anita attributes directly to Bright’s solution.

Tax and Financial

Anita Cocks

Owner