
Saffery Becomes First Major Accounting Firm to Complete 3E Cloud Transition
Leading international accounting firm Saffery has successfully completed its migration to the cloud version of 3E, a market-leading financial management and business operations solution from Elite.
Founded in 1855, UK-headquartered Saffery is a trusted advisor to private clients, businesses, their owners, and their families. The firm provides market-leading accounting, tax, audit, and business advisory to clients ranging from high-net-worth families, sports and entertainment personalities, and entrepreneurs, to Hollywood productions, real estate businesses, and charitable enterprises. It is currently the 15th largest accountancy firm in the UK by fee income, with a team of 91 partners and more than 1,300 staff across 10 offices in the UK and Ireland. The firm is also a founding member of Nexia, one of the world’s leading international networks of independent accounting and consulting firms.
The adoption of 3E represents the latest milestone in a long-term transformation of how the firm operates which migrated the business into the cloud, consolidating disparate legacy data infrastructure and automating numerous manual processes to drive greater efficiency. By moving to Elite’s SaaS solution, the firm has at its core a financial and practice management platform that offers true scalability and market-leading security, as it continues a trajectory of rapid growth.
The firm is also now benefiting from the implementation of Always-on Time, which enables passive time capture to improve its billable time and ensure compliance with client billing arrangements and guidelines. Further, the entire billing process has been significantly streamlined thanks to new, user-friendly proforma templates; and the deployment of 3E Data Insights provides more powerful business performance analytics than ever before. Finally, the open API architecture which sits at the heart of 3E—powered by Microsoft® Azure®—seamlessly connects and integrates with many of the firm’s other key technology platforms, including its document management system.
“We are the first top 20 UK accounting firm in the world to adopt Elite’s SaaS practice management solution, which really underscores our commitment to innovation to drive the business forward,” said David Fazakerley, IT director at Saffery. “Completing our transition to the cloud with 3E is clearly a tremendous milestone, and the support provided by the Elite team was a key success factor on our implementation journey. As a result, we now have an incredibly powerful platform upon which to build for what comes next.”