Bicknell Business Advisors Ltd

CASE STUDY

Bicknell Business Advisors Ltd

Bicknell Business Advisors are a Chartered Management Accountant Practice specialising in Property Investment, Serviced Accommodation, Holiday Lets, Commercial Conversions and Construction. One of only 7 nationally approved Progressive Property Network Accountants and Tax Advisers.
Bicknell migrated away from Mail Manager choosing Gekko as their email management system, to help manage their client emails with over 450 clients.

When asked why they moved away from Mail manager, Steve Bicknell, Managing Director at Bicknell Business Advisors commented “Mail managers functionality didn’t suit our requirements as it didn’t work with Office365, we needed something streamlined that could work with how we organize client work.”
Gekko is a cloud-based email management solution which allows users to access all project emails in one place and sorts all emails automatically into the relevant project folder. 

The simple yet powerful search functionality makes it effortless to find even the most obscure email in any size project. Therefore, our clients’ can communicate and understand their customer’s needs better. 

When looking for an email management system to power their visibility across client emails, Gekko was the natural choice due to Gekko’s powerful search functionality across folders. “We had a few sessions with the team at Gekko, and knew quickly it was the best solution for us.”
When organising “Gekko helped us figure out our process with organizing client emails.” Now since using Gekko, Bicknells organize emails based on year end, tax and payroll etc.

Notably future proofing against any client issues is a top priority for accounting firms. With Gekko, emails stored in the cloud provides greater access across teams and a trail of emails should they need to be found in the future. “Gekko saves us on potential claims, acting as a future planning tool against issues.”
“With Gekko we know we will never misplace a client email, having full visibility over email trails provides us with security for the future.”

“Gekko will help accountancy firms improve their profitability, when using it strategically long term helping them overcome client issues.”
After the Covid-19 pandemic, working from home has become more common. This has created some issues within the AEC industry. Working collaboratively can get more time consuming when the employees work from home. However, Gekko makes collaborative work increasingly streamlined and effortless.  
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