Case Study: Hassle Free Accounts and Tax achieves faster client onboarding and greater efficiency with Bright

We grill long-time AccountancyManager client - Hassle Free Accounts and Tax

Hassle Free Accounts and Tax, a Southampton-based practice led by Lucy Drake, faced time-consuming onboarding and admin work—preparing engagement letters in Word, managing client details across spreadsheets, and posting documents. To streamline processes the firm adopted Bright’s AccountancyManager, choosing a cloud-based practice management solution to reduce manual paperwork and improve client communication.

Bright implemented AccountancyManager with a client portal, automated engagement letters, Companies House and HMRC integrations, mobile access and task automation. The result: document preparation dropped from about an hour to a few moments, onboarding time was significantly reduced, printing/postage fell, client approvals sped up and Lucy was able to grow the firm more quickly while spending more time on billable work.

Hassle Free Accounts and Tax

Lucy Drake

Hassle Free Accounts and Tax