PKF Cooper Parry, an award-winning UK accountancy firm serving the East Midlands, needed to replace its out-dated, cumbersome system that was holding their business back. One of their specialist areas – service charge accounting – works solely with property managing agents and landlords who are required to keep accounts detailing service charges which they receive from tenants, and how that money is managed and spent.
PKF Cooper Parry has several hundred of these clients, and the number of properties they look after total well into the thousands. Every single one of these properties needs their own set of accounts, which require annual certification and auditing.
The incumbent system was stifling the team’s ability to work effectively on a day-to-day basis and their opportunity to grow as a business. It was built on an old, inflexible Customer Relationship System, which made it extremely difficult to use and impossible to update with new features.
What was needed was a completely new system that could handle the complex rules around what different user roles could do in the system, whilst also being flexible enough to be easily extended should workflow patterns change in the future.