Case Study: Hawkins Foss achieves streamlined, customizable practice management with TeamDesk

Hawkins Foss - Customer Case Study

Hawkins Foss, a small UK chartered certified accountancy practice, faced the challenge of managing client records, job tracking and staff time while needing a system that fit their workflows rather than forcing them into off‑the‑shelf CRM constraints. After an unsuccessful attempt to build what they needed in MS Access, owner Tony Hawkins chose TeamDesk for a customizable online database platform that could be tailored to their accountancy processes.

TeamDesk was configured to manage client, job and time data, use mail merge for letters and checklists, and deploy workflow alerts and automated client communications. The solution delivered rapid, owner‑driven customization—changes can be implemented in minutes—better automation and reliable support, giving Hawkins Foss a more efficient, adaptable system that “lets me sleep at night,” according to Tony Hawkins.

Hawkins Foss

Tony Hawkins

Owner