Case Study: Sherwin Currid achieves greater efficiency and increased margins with Mitratech's TAP Workflow Automation

How a U.K. accounting firm increased efficiencies and grew margins with TAP Workflow Automation

Sherwin Currid is a small U.K. accounting firm (fewer than 20 core staff, based in Guildford) that manages taxes for more than 1,500 companies and individuals. The firm faced mounting pressure from repetitive compliance tasks, client communication and document collection, tight deadlines, and time-consuming manual processes that limited efficiency and margins.

They implemented Mitratech’s TAP Workflow Automation to centralize case visibility, automate reminders and information requests, and integrate document management and e-signing (via Adobe Sign). TAP streamlined routine filings (Companies House, HMRC corporate tax, quarterly VAT), reduced back-and-forth with clients, improved managerial oversight, cut time costs and materially increased efficiency and margins.

Sherwin Currid

Marie Hensfield

Commercial Development Manager