Brwa Accounting's team was running client records on Excel spreadsheets, and the core issue wasn't speed — it was trusting the data. Information was inconsistent and error-prone, staff were accidentally deleting records, and there was no way to know who changed what. On top of that, deadlines were slipping because tasks had no structure or ownership.
A custom CRM dashboard that replaced the spreadsheets entirely, with:
Only the founder can delete records. Each team member has their own permissions, so no more accidental data loss.
When one person finishes their part, the next person gets notified automatically. Unpicked tasks trigger reminders so nothing sits idle.
CH filings now pull the correct data automatically, replacing error-prone manual lookups.
All payroll tasks are auto-created in the dashboard 7 days before their monthly due date, giving the team a full week to complete them.
Consistent, accurate client data — the main win
Role-based permissions ended the spreadsheet free-for-all
Payroll tasks appear a week early; notifications chase unpicked work
~3–5 hours saved per week
Every team member sees exactly what is theirs
“Our issue wasn't mainly the time — it was the consistency and accuracy of the information we held for clients. It's completely changed how we work — and yes, we're saving 3–5 hours a week too.”— Brwa, Brwa Accounting
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