Accountancy practice, Kent: 15 staff
Microsoft 365 & Automation for a Growing Accountancy Practice
A Kent accountancy practice of 15 staff was drowning in manual admin: client onboarding, document chasing and month-end reporting all ran on spreadsheets, email attachments and memory.
Challenge
The practice already paid for Microsoft 365 but used it as little more than email. Client documents were scattered across inboxes, onboarding took days of copy-and-paste, and month-end reporting tied up two senior staff for the best part of a week.
Solution
CT1 Technologies rebuilt the practice around the tools they already owned: SharePoint for structured client files, Teams for internal collaboration, and Power Automate workflows that handle onboarding, document requests and deadline reminders automatically. Copilot was rolled out to draft routine client correspondence.
Results
Client onboarding dropped from days to under an hour, document chasing is automated, and month-end reporting now takes an afternoon. The practice took on 20% more clients the following year without hiring additional admin staff.
Key Benefits
- Hours back every week: repetitive admin handled by Power Automate workflows.
- No new licence costs: built entirely on the Microsoft 365 subscription they already paid for.
- Scalable growth: 20% more clients absorbed with the same team.
Resolution
The practice now sees technology as a competitive advantage. CT1 continues to identify new automation opportunities each quarter as part of their fixed-fee support agreement.
“We thought we needed more staff. It turned out we needed CT1 to make the software we already paid for actually work for us.”
Managing Partner, Kent accountancy practice
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