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Charlton Baker Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Bright SG Legacy BrightTax Tax Management ERP Financial Management n/a 2023 2023
In 2023, Charlton Baker implemented BrightTax as part of Bright SG's practice and accounting stack. BrightTax is used to support Tax Management workflows across the firm's tax and accounts production functions. BrightTax was configured within the broader practice and accounting stack to orchestrate tax return preparation, accounts production scheduling, and client onboarding workflows. Configuration emphasized task automation and reusable workflow templates, enabling automated task assignment, milestone tracking, and streamlined client document intake across the firm. The deployment is hosted in the cloud and operates across Charlton Baker's tax and accounts teams, embedded in Bright SG's integrated practice management environment. Governance changes included centralizing production templates and assigning workflow ownership to reduce handoffs, and vendor-facing customer references report faster task automation and improved client workflows following the BrightTax deployment.
IT Decision Makers and Key Stakeholders at Charlton Baker
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Charlton Baker Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Charlton Baker Technographics

Charlton Baker is a Professional Services organization based in United Kingdom, with around 90 employees and annual revenues of $17.0 million.

Charlton Baker operates a diverse technology stack with applications such as BrightTax, covering areas like Tax Management.

Charlton Baker has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Bright SG.

Charlton Baker recently adopted applications including BrightTax in 2023, highlighting its ongoing modernization strategy.

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