Case Study: Serenity Accounts halves Xero admin time with Workiro

Serenity Accounts cuts Xero admin time by 40% with Workiro

Serenity Accounts, a sole practitioner accounting firm in the UK, was struggling with significant administrative inefficiencies. The primary challenge was managing over 200 daily client emails and the associated documents, approvals, and signatures, which were scattered across email inboxes, manual folders, and Adobe for e-signatures. This disjointed process, which lacked a single view of workflow status, led to constant duplication of work and context switching, costing the firm an estimated 400 hours annually.

To solve this, the firm implemented Workiro, using its document management, eSignature, and email capture features to integrate with their existing Xero and BrightManager systems. Workiro streamlined the entire workflow by allowing emails to be captured directly into client matters and providing a clear, trackable system for signatures and document status. As a result, Serenity Accounts reclaimed over £40,000 a year in time savings, halved the time spent on Xero admin, and eliminated the need for repetitive chasing and manual filing.

Serenity Accounts