Success Stories | Customer Results & Use Cases in the Accounting

Gerald Edelman used DealCloud to centralize all deal and relationship data. Before, they relied on a generic database and scattered... spreadsheets. DealCloud enabled faster onboarding, with the team live in four to six weeks. The platform improved deal tracking, pipeline management, and reporting. All team members now use DealCloud daily, managing 16 client projects in the first three months. The team created over 90 dashboards and saved up to five hours per week per member.
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CoolLife. io helps accounting and tax professionals manage compliance and client documents. The platform centralizes files, automates document requests, and...tracks deadlines. Firms use secure VDR and CRM features to protect sensitive data and improve collaboration. Automated workflows reduce manual errors and save time. According to Accounting Today, automation can cut processing time by up to 50%.
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Presti & Naegele used Quickbase to build a CRM app that replaced spreadsheets. The new system tracks client QuickBooks versions... and stores sensitive login data securely. Quickbase automation alerts clients when upgrades are needed. The firm now gains 30 to 40 new clients each year. Centralized data access improved productivity and increased revenue.
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Front helped Countsy manage over 600 shared inboxes for client communication. Before Front, Countsy struggled with Outlook distribution lists and... lost context on client accounts. With Front, every consultant can see all past conversations in one place. Tagging and assignment features make it easy to track requests and ensure accountability. Countsy grew faster and kept high-touch service by streamlining workflows into a single platform.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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Simplicate helped Hendriksen Accountants en Adviseurs replace a closed, manual CRM system. The new web-based CRM connects with other software... and gives clear KPI dashboards. Staff now see their own KPIs and work more efficiently. The sales process is easier to track, and billing is more transparent. Fewer hours are written off, and customer satisfaction is higher.
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YourCause from Blackbaud helped Crowe LLC simplify corporate social responsibility work. The platform reduced admin tasks and made it easier... for employees to engage in giving and volunteering. Crowe used AI-powered tools to measure and share impact stories. The solution enabled faster donations and deeper team involvement. Crowe’s Purpose & Sustainability Manager praised the tools for making work life easier.
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YourCause from Blackbaud helped Crowe LLC simplify corporate social responsibility work. The platform reduced admin tasks and made it easier... for employees to engage in giving and volunteering. Crowe used AI-powered tools to measure and share impact stories. The solution enabled faster donations and deeper team involvement. Crowe’s Purpose & Sustainability Manager praised the tools for making work life easier.
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YourCause from Blackbaud helped Crowe LLC simplify corporate social responsibility work. The platform reduced admin tasks and made it easier... for employees to engage in giving and volunteering. Crowe used AI-powered tools to measure and share impact stories. The solution enabled faster donations and deeper team involvement. Crowe’s Purpose & Sustainability Manager praised the tools for making work life easier.
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YourCause from Blackbaud helped Crowe LLC simplify corporate social responsibility work. The platform reduced admin tasks and made it easier... for employees to engage in giving and volunteering. Crowe used AI-powered tools to measure and share impact stories. The solution enabled faster donations and deeper team involvement. Crowe’s Purpose & Sustainability Manager praised the tools for making work life easier.
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YourCause from Blackbaud helped Crowe LLC simplify corporate social responsibility work. The platform reduced admin tasks and made it easier... for employees to engage in giving and volunteering. Crowe used AI-powered tools to measure and share impact stories. The solution enabled faster donations and deeper team involvement. Crowe’s Purpose & Sustainability Manager praised the tools for making work life easier.
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YourCause from Blackbaud helped Crowe LLC simplify corporate social responsibility work. The platform reduced admin tasks and made it easier... for employees to engage in giving and volunteering. Crowe used AI-powered tools to measure and share impact stories. The solution enabled faster donations and deeper team involvement. Crowe’s Purpose & Sustainability Manager praised the tools for making work life easier.
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BenchmarkONE helped The Database Diva cut their tech stack from 6 to 3 tools. Webinar setup time dropped from hours... to just 15 minutes. Their team now sends hyper-targeted drip campaigns using tagging, achieving over 50% open rates and up to 25% click-through rates. Real-time feedback and automation let them reach every contact at least twice a month. Adding forms to their WordPress site is now simple, driving more leads without IT help.
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Spotler CRM helped Cooden Tax Consulting move from spreadsheets to a cloud-based CRM. The consultancy improved lead tracking and reduced... manual work. Staff now have a central place to manage tasks and client relationships. Email campaigns and marketing tools in Spotler CRM support their outreach. Integrations with email, VOIP, and accounting systems are planned. The CRM's flexibility and support were key benefits for the team.
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OnePageCRM helped L&J Tax improve client relationships and project management. The CRM made it easy to track client details, set... reminders, and follow up on tasks. L&J Tax used the system to analyze referrals and manage their sales pipeline. The team delegated tasks better and maintained regular client check-ins. This proactive approach led to higher service quality and better work-life balance for the team.
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Oracle Cloud HCM helped Grant Thornton replace legacy HR systems with a unified platform. The company reduced manual tasks and... paperwork, letting employees focus more on clients. Leaders gained better visibility into HR and finance data. Oracle Recruiting improved talent acquisition, while Oracle Journeys enhanced employee experience and offboarding. Payroll and performance reviews are now streamlined, supporting diversity and inclusion programs.
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Oracle Cloud HCM helped Grant Thornton replace legacy HR systems with a unified platform. The company reduced manual tasks and... paperwork, letting employees focus more on clients. Leaders gained better visibility into HR and finance data. Oracle Recruiting improved talent acquisition, while Oracle Journeys enhanced employee experience and offboarding. Payroll and performance reviews are now streamlined, supporting diversity and inclusion programs.
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Oracle Cloud HCM helped Grant Thornton replace legacy HR systems with a unified platform. The company reduced manual tasks and... paperwork, letting employees focus more on clients. Leaders gained better visibility into HR and finance data. Oracle Recruiting improved talent acquisition, while Oracle Journeys enhanced employee experience and offboarding. Payroll and performance reviews are now streamlined, supporting diversity and inclusion programs.
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Oracle Cloud HCM helped Grant Thornton replace legacy HR systems with a unified platform. The company reduced manual tasks and... paperwork, letting employees focus more on clients. Leaders gained better visibility into HR and finance data. Oracle Recruiting improved talent acquisition, while Oracle Journeys enhanced employee experience and offboarding. Payroll and performance reviews are now streamlined, supporting diversity and inclusion programs.
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Oracle Cloud HCM helped Grant Thornton replace legacy HR systems with a unified platform. The company reduced manual tasks and... paperwork, letting employees focus more on clients. Leaders gained better visibility into HR and finance data. Oracle Recruiting improved talent acquisition, while Oracle Journeys enhanced employee experience and offboarding. Payroll and performance reviews are now streamlined, supporting diversity and inclusion programs.
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The Back Room used monday. com work management to automate over 15,000 tasks each month. They cut IT response times...from three days to under one minute. The company now saves more than 33,000 hours every year. monday.com gave them real-time visibility and helped them scale with confidence. Leaders can now track requests and workloads easily. The Back Room achieved a 10x ROI after switching to monday.com.
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SP Employee Hub helped Prager Metis, a global accounting firm, centralize communication and information. The company unified 13 departmental sub-sites... within Microsoft 365, making it easy for staff to find up-to-date documents. The intranet improved collaboration and data security across their worldwide offices. Since 2018, Prager Metis has maximized its Microsoft 365 investment with this solution. The hub-and-spoke design supports both company-wide and department-specific needs.
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Touch Accounting needed a better way for accountants and partners to manage leads and collaborate. CRMJetty built two secure portals... using Salesforce and WordPress. Accountants could create and track leads, while partners managed details and fees. Dynamic charts gave clear visual insights into project progress. Automated fee calculation saved time and reduced errors. The new system improved teamwork and lead management for the firm.
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Fullcast helped Jud Whidden Consulting cut commission processing time by 88%. The finance team reduced manual data entry from 80-90%... of their day to just 10-20%. Fullcast automated complex commission calculations and integrated with QuickBooks. This boosted accuracy to nearly 100% and eliminated two manual steps. Jud Whidden Consulting used the time saved to focus on analysis and launched a new commission consultancy service.
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Vincent Murray, a finance manager, needed a system to handle surveys, accounts, customer management, and stock tracking. He found that... Odoo, implemented by Target Integration, provided all these modules in one platform. This solution simplified his business operations. He was impressed by the integration and automation capabilities. The testimonial highlights the value of unified business management software.
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CRM PipeRun helped O2B Contabilidade lower their sales cycle and reduce churn. The company used PipeRun to manage leads, automate... sales, and track proposals. This reduced retrabalho and made customer acquisition cheaper. O2B Contabilidade also improved post-sale processes and renewals with PipeRun. The director says their lead time is now below market average.
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Concrete CMS helped Fust Charles Chambers refresh their website and brand identity. The new site structure made it easier for... clients to find information about audit, tax, and consulting services. The redesign included a modular system for fast client onboarding and a dedicated area for recruiting new talent. The marketing team can now update and expand the site easily, growing it to over 300 pages. Visitors report better understanding of the firm's services, leading to new business opportunities.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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Friesen Pankratz & Associates used Document Locator to go paperless and improve customer service. The firm struggled with lost time... searching for paper records and needed a better way to share documents with clients. Document Locator provided an easy, affordable, SQL Server-based solution with secure web access. The firm now scans and manages tax returns, work papers, and other files electronically. They save time, reduce storage needs, and quickly provide clients with requested documents. Customer relations have improved thanks to faster service.
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Contao CMS powered a new website for e-mpa, an accounting firm in Döbeln. The goal was to showcase accounting and... tax services in a clear, professional way. The site features a responsive design for easy access on any device. SEO-optimized content and a clean layout help build trust and attract new clients. The digital presence highlights reliability and expertise.
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NetDocuments helped Saffery, a top 20 UK accounting firm, centralize and secure document management. Staff struggled with siloed files and... wasted time searching for documents. NetDocuments provided a cloud-based platform for secure access, collaboration, and compliance. Over 800 employees now manage and share files from anywhere. Productivity and email management improved, and the firm enhanced security and GDPR compliance.
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Oodrive Work helped PKF Arsilon secure document exchanges with over 1,000 users. The platform enabled fast, safe sharing of confidential... files, meeting strict GDPR and security standards. PKF Arsilon quickly integrated Oodrive Work in under a month, with easy adoption by staff and clients. Key features like secure links, deposit boxes, and full traceability improved efficiency and client trust. The solution reduced time spent on document management and strengthened PKF Arsilon’s reputation as a trusted partner.
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Docsvault helped Packer Thomas, a CPA and business consulting firm, go paperless for general administration. The firm needed to secure... sensitive records and improve document management. Docsvault provided features like integrated scanning, OCR, PDF printer, and MS Office integration. These tools reduced clutter and improved document security. Access control and audit trails helped safeguard client data.
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Templafy helped BDO Norway ensure brand consistency across 70 offices. Employees now access up-to-date templates and digital assets directly in... Microsoft 365. This solved issues with outdated and inconsistent documents. The integration with their DAM system made it easy to find the right images. The marketing team gained peace of mind and saved time. Document creation is now more efficient and always on-brand.
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LiveTiles built a chatbot for BDO to handle thousands of student recruitment queries. The bot, Buddy, answers questions 24/7 and... is available on multiple channels. BDO saw a 36% reduction in admin overhead, a 28% drop in online enquiries, and a 22% increase in satisfaction. The HR team now focuses on complex issues, while Buddy manages routine questions. Chat log analysis helps BDO improve the bot’s responses over time.
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M-Files helped Crowe UK gain $2. 2M in annual operational efficiency. The firm needed better document management to support rapid...growth and collaboration. M-Files replaced network drives and SharePoint, making it easy to share and find documents. 98% of employees adopted the new system, managing over 800,000 documents in the first year. Workflows now automate reviews, approvals, and compliance, boosting productivity and client service.
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Oracle Cloud HCM helped Grant Thornton replace legacy HR systems with a unified platform. The company reduced manual tasks and... paperwork, letting employees focus more on clients. Leaders gained better visibility into HR and finance data. Oracle Recruiting improved talent acquisition, while Oracle Journeys enhanced employee experience and offboarding. Payroll and performance reviews are now streamlined, supporting diversity and inclusion programs.
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Hnry used CloudCannon to improve their marketing site. They switched from WordPress to CloudCannon for better flexibility and efficiency. The... team can now make updates easily without relying on developers. CloudCannon enabled faster deployment and improved performance. Hnry's workflow became more efficient, letting any team member contribute to the site.
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Revver was first used in the accounting department. The goal was to get quick results and success. As Revver was... implemented, more ways to improve operations appeared. The tool helped find new areas to streamline work. The team saw more opportunities for efficiency.
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BankTEL Systems used Onehub’s Custom Agreements feature to simplify NDA signing for sales leads. Before Onehub, the IT team found... the process slow and stressful. With Onehub, NDA management became automated and auditable. The new workflow reduced manual steps and made signing faster. This improved efficiency for the accounting software company.
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Document Manager helped Hillier Hopkins LLP cut paper use and storage costs. Staff now access documents faster across all offices... and at home. The firm removed over 25 filing cabinets, freeing up office space. Document Manager enabled remote work during UK snow storms, keeping business running. Staff add 1,500 pages daily to the system, with 2.4 million pages stored. The software is easy to use and supports efficient document scanning and workflow.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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Ximplifi used Guesty’s platform and open API to automate vacation rental accounting. The integration with VRAccountant helped clients save time... and simplify trust accounting. Clients saw more accurate books and better financial clarity. Every client grew their business by 30-100% after combining Ximplifi’s services with Guesty. The partnership gave clients peace of mind and more time to scale.
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Sentry helped Yuki, an automated accounting platform, improve app stability and developer confidence. Before Sentry, Yuki struggled to monitor errors... and performance issues, especially during peak usage. Sentry's error and performance monitoring tools gave engineers visibility into user impact and root causes. With Sentry, Yuki reduced issue resolution time from 2 days to 2 hours. The team now prioritizes fixes based on real user data and quickly addresses critical problems.
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Stackfield helped Treuhand Hannover modernize its communication and project management. The firm replaced email and phone with team chat, telephony,... and screen sharing. Employees quickly adapted to Stackfield’s user-friendly interface. Project management, file storage, and versioning are now handled in one platform. Integrating external partners is easy with role-based access. Transparency and collaboration improved across all departments.
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FD Works used Noloco to build a custom practice management tool. They needed a better way to keep client data... organized and easy to update. Noloco provided a simple front end for their Airtable base. This made it easier for the team to use and improved data accuracy. FD Works now controls who can see what information and saves time with Noloco’s workflows. The team is more organized and plans to expand their use of Noloco for client portals.
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3veta helped Contabi launch a new revenue stream by building a branded marketplace for accountants. Contabi's community members can now... get listed, manage bookings, and receive payments through the platform. The solution improved client visibility and enabled seamless self-service onboarding. Members gained control over their profiles and services, boosting engagement. Contabi transitioned from a basic prototype to a full-featured SaaS marketplace.
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Xero used ScreenMeet, fully embedded in Salesforce, to improve customer experience. They saw better NPS scores and reduced thread count.... Agents now spend more time on value-add work. ScreenMeet helped Xero resolve calls faster. The integration made support more efficient for Xero's team.
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SUEZ Consulting used IQGeo's Comsof Fiber software to improve their FTTH network design process. They reduced design time by 50%... and cut costs by 30%. The company switched from manual planning to automated GIS-based tools to meet large-scale project demands. The software helped them meet strict government standards and deliver projects faster. SUEZ Consulting expects more growth in fiber network design with this solution.
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CPA Ontario needed a secure cloud storage solution for thousands of accountants. The organization required that all data remain on... premises to meet strict data residency rules. FileCloud provided a self-hosted cloud platform that met these needs. Members now have secure access to files while ensuring compliance. Data stays local, supporting privacy and regulatory standards.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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ChargeOver helped 1-800Accountant manage complex billing needs. The company had many brands and billing scenarios. They needed integration with Salesforce... and a flexible solution. Their old system, Zuora, was too expensive and did not fit their business. ChargeOver provided a custom billing process that worked for all their brands.
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Indinero used Avalara to help clients manage complex sales tax compliance. Indinero faced challenges with tax complexity and compliance risk... across thousands of U.S. jurisdictions. Avalara's tax automation platform made it easier for indinero to refer clients for sales tax filing and compliance. This partnership improved processes, increased compliance, and enabled growth for indinero and its clients. Indinero staff now have more time to focus on other business needs.
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Conjointly helped UMDF, a major accounting and consulting firm, optimize its employee benefits package for graduate hires. The HR team... used a conjoint analysis survey with 200 accounting graduates to identify which benefits matter most. Health insurance ranked highest, followed by life insurance and salary. The study enabled UMDF to design a competitive package within a set budget, focusing on the benefits that attract top talent. This data-driven approach improved their recruitment strategy in a crowded market.
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Oracle Cloud HCM helped Grant Thornton replace legacy HR systems with a unified platform. The company reduced manual tasks and... paperwork, letting employees focus more on clients. Leaders gained better visibility into HR and finance data. Oracle Recruiting improved talent acquisition, while Oracle Journeys enhanced employee experience and offboarding. Payroll and performance reviews are now streamlined, supporting diversity and inclusion programs.
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Mayday used Paddle Billing to migrate all customers to a single billing platform. The migration took just a few weeks... and was error-free. After the switch, 10% of customers adopted new products in the first three months. Mayday saw an increase in average contract value and better revenue retention. The new system also improved invoicing for accounting firms and enabled flexible pricing.
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Reach Reporting helped ProvenCFO standardize and customize financial reports for over 100 clients. ProvenCFO used the platform to create templates... that saved 30-45 minutes per client each month. The solution enabled real-time, dynamic updates, replacing static reports. Clients now receive reliable, tailored financial information to make better decisions. ProvenCFO improved efficiency and quality of service with Reach Reporting.
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Paychex helped Specialized Accounting Services (SAS) serve franchise clients better. SAS used Paychex Flex to offer time clock and hiring... tools. This let SAS focus less on payroll and more on client growth. SAS gained new reporting and data tools for better advice. Clients liked the self-service and flexible HR features. SAS now provides higher service levels and saves time on admin work.
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MANPAT, a Barcelona-based accounting firm, used Holded to digitize and automate its services. The team wanted to offer faster, more... efficient support to clients. Holded helped MANPAT simplify administrative tasks and improve client service. The firm now saves significant time and can focus more on advising clients. Clients appreciate the easy-to-use platform and the time saved.
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ActiveCollab helped Bright Bookkeeping organize their remote team. They used it to document bookkeeping processes and assign tasks clearly. The... platform made teamwork easier by letting everyone see notes and track time. This reduced confusion and saved time. Recurring tasks and reporting features let the owners focus on growing their business.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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Level Playing Field used Accelo to manage client work and projects. The team cut invoicing time in half and handled... three times more projects, including large builds. Accelo's mobile app and accounting integration made billing easy and accurate. The company grew by 20X in one year without expanding its team. Visibility and collaboration improved across all projects.
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DealRoom helped Pinion speed up their M&A due diligence. Pinion faced disorganized data, security risks, and poor team communication. DealRoom... provided advanced security, project management, and custom folder permissions. Onboarding became five times faster. Pinion closed a deal in 60 days and improved trust with sellers. The platform made diligence more efficient and secure.
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Oracle Cloud HCM helped Grant Thornton replace legacy HR systems with a unified platform. The company reduced manual tasks and... paperwork, letting employees focus more on clients. Leaders gained better visibility into HR and finance data. Oracle Recruiting improved talent acquisition, while Oracle Journeys enhanced employee experience and offboarding. Payroll and performance reviews are now streamlined, supporting diversity and inclusion programs.
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The Back Room used monday. com work management to automate over 15,000 tasks each month. They cut IT response times...from three days to under one minute. The company now saves more than 33,000 hours every year. monday.com gave them real-time visibility and helped them scale with confidence. Leaders can now track requests and workloads easily. The Back Room achieved a 10x ROI after switching to monday.com.
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Clustdoc helped Autax, a boutique tax services agency in Melbourne, streamline client onboarding. Before Clustdoc, Autax managed document collection and... verification by email, which was slow and hard to track. With Clustdoc, they now use a client portal and CRM to automate approvals and manage tax projects. The team reports zero missing tasks during onboarding and finds it ten times easier to monitor team performance. Clustdoc improved transparency and made onboarding scalable for Autax's growing client base.
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BigTime Software helped Wacek & Associates boost efficiency across their global tax team. The firm struggled with Zoho's modular project... management, facing integration and productivity issues. With BigTime, they quickly access key reports and benefit from seamless QuickBooks integration. The live chat and support features made their transition smooth. The team now serves clients and bills faster, improving overall workflow.
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Jama Connect and Jama Connect Interchange (JCI) help JCI with advanced risk management. JCI works with Jama Software consultants to... set up custom risk logic, cybersecurity tracking, and advanced FMEA structures. The solution supports platform and enterprise risk management for different product families. The outcome is a ready-to-use advanced risk management setup for JCI's initial project or team.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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ActiveCampaign helped Plus Accounting automate lead management and client onboarding. Manual data entry and proposal processes caused delays and lost... information. With ActiveCampaign and Bright Dials, Plus Accounting digitized workflows, used custom automations, and integrated tools like Calendly and PandaDoc. The team now saves 30 hours per member each month and cut lead conversion time from 15 to 5 days. They achieved a 580% return on investment and hundreds of admin hours saved monthly.
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Oracle Cloud HCM helped Grant Thornton replace legacy HR systems with a unified platform. The company reduced manual tasks and... paperwork, letting employees focus more on clients. Leaders gained better visibility into HR and finance data. Oracle Recruiting improved talent acquisition, while Oracle Journeys enhanced employee experience and offboarding. Payroll and performance reviews are now streamlined, supporting diversity and inclusion programs.
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Oracle Cloud HCM helped Grant Thornton replace legacy HR systems with a unified platform. The company reduced manual tasks and... paperwork, letting employees focus more on clients. Leaders gained better visibility into HR and finance data. Oracle Recruiting improved talent acquisition, while Oracle Journeys enhanced employee experience and offboarding. Payroll and performance reviews are now streamlined, supporting diversity and inclusion programs.
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The Back Room used monday. com work management to automate over 15,000 tasks each month. They cut IT response times...from three days to under one minute. The company now saves more than 33,000 hours every year. monday.com gave them real-time visibility and helped them scale with confidence. Leaders can now track requests and workloads easily. The Back Room achieved a 10x ROI after switching to monday.com.
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Caspio helped Davis and Larson PC move their Microsoft Access database to the cloud. Kevin Davis, the owner, needed a... better way to run their web apps. Caspio let them build new custom applications that fit their needs. The switch made their work easier and more flexible. Now, they can offer more value-added services to their clients.
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Document Manager helped Hillier Hopkins LLP cut paper use and storage costs. Staff now access documents faster across all offices... and at home. The firm removed over 25 filing cabinets, freeing up office space. Document Manager enabled remote work during UK snow storms, keeping business running. Staff add 1,500 pages daily to the system, with 2.4 million pages stored. The software is easy to use and supports efficient document scanning and workflow.
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Ortto helped Dinero, an online accounting software company, switch from ActiveCampaign to a unified marketing automation and customer data platform. Dinero needed faster... marketing operations and better data consolidation. With Ortto, they integrated their API, combined data sources, and improved email campaign targeting. Reporting and dashboards became easier to use, and sharing insights across the team was simple. Dinero found solutions with Ortto that were not possible before.
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Hiver helped Countless, a New York-based accounting firm, save 29 hours per month by streamlining email delegation and team collaboration. The firm used... Hiver's shared inboxes, notes, and templates to train new staff and manage client communications directly in Gmail. This improved visibility and made it easy to assign tasks and maintain consistent client service. Countless now handles all client emails efficiently, reducing inbox clutter and ensuring everyone stays informed.
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UserGuiding helped Grupo IOB cut support tickets and scale onboarding. Before, their training portal led to too many support requests... and overloaded teams. With UserGuiding’s onboarding checklists, guides, and hotspots, Grupo IOB made onboarding easier for users. Support tickets dropped, and the onboarding team gained control without needing developers. Over 75% of users now complete the main onboarding flow, and customer satisfaction scores improved.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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BDO Canada used SysAid to manage over 600 clients and handle more than 500 service tickets each month. Manual tracking was... a challenge as their managed services grew. SysAid automated workflows, service queues, and client updates. The platform cut Power BI data export time from six hours to minutes. BDO gained better reporting, auditing, and consistent service for every client.
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Vitally helped Pleo improve customer insight and onboarding. Pleo used Vitally to connect data and see customer health. Customer success... managers got better tools to help customers. Automation made operations faster and more efficient. Pleo now understands customer needs and can act quickly to reduce churn. Vitally's integrations and reporting support Pleo's tech-touch model.
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TheTaxChick. PRO used Smith.ai's AI Receptionist to replace an unreliable answering service. The setup was fast and easy, letting the...firm start the same day. Clients noticed better service and consistent call handling. AI Receptionist gathered 100% accurate information, saving time and money. The owner now has more time to focus on client needs and business growth. Smith.ai's per-call pricing helped with budgeting and productivity.
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Baker Tilly used Alteryx to automate tax processes, saving 1,100 hours in sales and use tax processing and 500 hours in trial balance mapping. The firm built... repeatable workflows to standardize client data and reduce manual work. Alteryx improved accuracy and consistency in tax return preparation. The automation reduced errors and freed up valuable time for tax teams. Baker Tilly now proactively seeks new automation opportunities with Alteryx.
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Toucan helped Alliance Eurus digitize and automate accounting report creation. The platform enabled 42 accounting firms to serve thousands of... end-users. Alliance Eurus saw a 14% increase in customer acquisition and achieved ROI in 4 months. Reports are now 23% faster to produce and deploy. The solution reduced churn and improved customer experience.
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Oracle Cloud HCM helped Grant Thornton replace legacy HR systems with a unified platform. The company reduced manual tasks and... paperwork, letting employees focus more on clients. Leaders gained better visibility into HR and finance data. Oracle Recruiting improved talent acquisition, while Oracle Journeys enhanced employee experience and offboarding. Payroll and performance reviews are now streamlined, supporting diversity and inclusion programs.
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Oracle Cloud HCM helped Grant Thornton replace legacy HR systems with a unified platform. The company reduced manual tasks and... paperwork, letting employees focus more on clients. Leaders gained better visibility into HR and finance data. Oracle Recruiting improved talent acquisition, while Oracle Journeys enhanced employee experience and offboarding. Payroll and performance reviews are now streamlined, supporting diversity and inclusion programs.
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Oracle Cloud HCM helped Grant Thornton replace legacy HR systems with a unified platform. The company reduced manual tasks and... paperwork, letting employees focus more on clients. Leaders gained better visibility into HR and finance data. Oracle Recruiting improved talent acquisition, while Oracle Journeys enhanced employee experience and offboarding. Payroll and performance reviews are now streamlined, supporting diversity and inclusion programs.
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Oracle Cloud HCM helped Grant Thornton replace legacy HR systems with a unified platform. The company reduced manual tasks and... paperwork, letting employees focus more on clients. Leaders gained better visibility into HR and finance data. Oracle Recruiting improved talent acquisition, while Oracle Journeys enhanced employee experience and offboarding. Payroll and performance reviews are now streamlined, supporting diversity and inclusion programs.
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Scrubbed used ClicData to automate client financial reporting. They unified data from QuickBooks, NetSuite, and Excel into one dashboard. This... removed manual reconciliation and improved reporting accuracy. The team built over 20 custom dashboards for clients. Finance leaders now get real-time insights and can make faster decisions. Scrubbed spends less time on manual tasks and more on strategic analysis.
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FreshBooks used Revenue. io to boost sales productivity. Sales reps increased outbound calls from 30-40 to 90-100 per day. Call...pickup rates jumped from 11% to 21%. Managers gained real-time insight into rep activities. FreshBooks onboarded reps instantly with no custom Salesforce setup. The company expanded Revenue.io use to the UK and Australia.
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Dialpad helped Parkway Solutions, a small accounting firm, solve communication problems with clients across the US. The team switched to... Dialpad for better call quality, easy setup, and the ability to use business numbers on personal devices. They use Dialpad for calls, SMS, and video meetings, improving workflow and client contact. Real-time transcription and sentiment analysis help with training and tracking client needs. Analytics let them monitor call activity and performance from a simple dashboard.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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Linford & Company uses Tresorit to protect sensitive client data during audits. The firm chose Tresorit for its end-to-end encryption... and zero-knowledge IT architecture. This ensures only authorized users can access files, meeting strict privacy needs. Tresorit’s cloud platform supports remote work and global collaboration. Linford & Company shares Tresorit’s whitepapers with clients to build trust. The solution is easy to use and meets top cybersecurity standards.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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Deloitte & Touche uses infoRouter to manage documents for nearly 2,000 tax auditors. The software lets auditors access and upload... documents securely from anywhere. Real-time updates keep teams informed and reduce errors. Remote time sheet uploads speed up billing and cut admin delays. infoRouter helps Deloitte save costs by eliminating physical document transfers.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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Oracle Cloud HCM helped Grant Thornton replace legacy HR systems with a unified platform. The company reduced manual tasks and... paperwork, letting employees focus more on clients. Leaders gained better visibility into HR and finance data. Oracle Recruiting improved talent acquisition, while Oracle Journeys enhanced employee experience and offboarding. Payroll and performance reviews are now streamlined, supporting diversity and inclusion programs.
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Oracle Cloud HCM helped Grant Thornton replace legacy HR systems with a unified platform. The company reduced manual tasks and... paperwork, letting employees focus more on clients. Leaders gained better visibility into HR and finance data. Oracle Recruiting improved talent acquisition, while Oracle Journeys enhanced employee experience and offboarding. Payroll and performance reviews are now streamlined, supporting diversity and inclusion programs.
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Rossum helped This One, an accounting and consulting firm in the Czech Republic, automate document processing for its clients. The team used... Rossum’s AI to eliminate manual data entry and reduce reliance on paper invoices. This One integrated Rossum with their ERP system, enabling touchless invoice processing. As a result, their clients save 75% of their time on document processing. Employees now focus on specialized work, and the company attracts more tech-forward clients.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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Customer Thermometer helped Numeric Eight, Australia's largest independent bookkeeping firm, measure customer satisfaction with NPS surveys. The first NPS survey... returned a score of 65, rising to 69 after a few weeks. Numeric Eight also used Customer Thermometer to track employee NPS and gather staff feedback during Covid lockdowns. The tool integrated easily with HubSpot and required no training for staff. Fast feedback response times and custom survey icons improved both customer and employee engagement.
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Glover Stanbury used SmartSurvey to switch from paper to online forms. This change cut print costs and reduced manual data... entry. Online forms made data collection more consistent and accurate. The team could track responses and update forms easily. Feedback from surveys helped shape new services for clients. Internal HR tasks, like staff training and onboarding, also improved with SmartSurvey.
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Herbein used ClearlyRated to improve client feedback and boost client satisfaction. Before ClearlyRated, Herbein struggled with DIY surveys and data... overload. With ClearlyRated, they tracked Net Promoter Score and gathered actionable feedback. They achieved a 93.4 NPS and a 4.9-star rating. The firm retained at-risk clients, launched new HR advisory services, and saw over 30% revenue growth in the first year of the new service. Herbein now uses survey insights to guide marketing, staffing, and service expansion.
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SurveySparrow helped Pacific Accounting & Business Services (PABS) collect honest client feedback quickly. PABS used SurveySparrow’s easy surveys to spot... client issues early. The platform gave PABS useful data within weeks. This let them fix problems fast and improve client relationships. PABS now has a reliable way to measure client satisfaction and make better decisions.
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SurveySparrow helped Pacific Accounting & Business Services (PABS) collect honest client feedback quickly. PABS used SurveySparrow’s easy surveys to spot... client issues early. The platform gave PABS useful data within weeks. This let them fix problems fast and improve client relationships. PABS now has a reliable way to measure client satisfaction and make better decisions.
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SurveySparrow helped Pacific Accounting & Business Services (PABS) collect honest client feedback quickly. PABS used SurveySparrow’s easy surveys to spot... client issues early. The platform gave PABS useful data within weeks. This let them fix problems fast and improve client relationships. PABS now has a reliable way to measure client satisfaction and make better decisions.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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Way We Do helped Blue Amber Bookkeeping automate over 100 quarterly checklists. The firm moved from scattered Word docs and... spreadsheets to a single quality management system. Staff now use automated workflows for client reporting and onboarding. Training is faster with embedded videos and quizzes. The team saves significant time and reduced software costs. Audit outcomes and team morale improved after switching to Way We Do.
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PageUp Employee Connections helped a Big Four audit firm cut campus recruitment events by 50%. The firm used always-on engagement... through a microsite and Facebook integration. Over 1,200 candidates visited the platform each month. The top discussion received more than 26,000 views. Employee-generated content boosted SEO and improved the candidate experience.
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Jackson Hewitt uses Bloomfire to onboard thousands of tax preparers each year. The company needed a way to keep employees... updated on tax laws and ensure compliance across offices. Bloomfire provided a central hub with custom homepages, role-based learning plans, and daily announcements. Employees now access critical updates easily and stay engaged with continuous learning. Jackson Hewitt saw faster onboarding, higher engagement, and improved compliance after adopting Bloomfire.
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Tettra helped Basis 365 Accounting replace a long, hard-to-update PDF with a searchable knowledge base. The team now quickly finds... standard operating procedures and customer information. Tettra’s Slack and Loom integrations made sharing updates and tutorials easy. Employees save time and answer questions faster. The company built a culture of self-service and efficiency using Tettra.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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JLP Payroll Services used popcorn CRM to organize their sales and marketing. Before, their process was spread out and hard... to manage. With popcorn, they set up a clear sales pipeline and used targeted email marketing. They now save 14 hours per campaign on follow-up. Their sales conversion rate from email to meeting is 6%. The team learned the system in just 2 hours.
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ActiveCampaign helped Plus Accounting automate lead management and client onboarding. Manual data entry and proposal processes caused delays and lost... information. With ActiveCampaign and Bright Dials, Plus Accounting digitized workflows, used custom automations, and integrated tools like Calendly and PandaDoc. The team now saves 30 hours per member each month and cut lead conversion time from 15 to 5 days. They achieved a 580% return on investment and hundreds of admin hours saved monthly.
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Mailchimp and QuickBooks help One Stop Taxes grow from a small business to a national franchise. The company uses email... marketing and automation to reach new customers and support franchisees. One Stop Taxes empowers people to start their own tax preparation businesses. The tools make it easy to manage marketing and business operations. This leads to steady business growth and more customer success.
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Mailchimp and QuickBooks help One Stop Taxes grow from a small business to a national franchise. The company uses email... marketing and automation to reach new customers and support franchisees. One Stop Taxes empowers people to start their own tax preparation businesses. The tools make it easy to manage marketing and business operations. This leads to steady business growth and more customer success.
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Cyberimpact helped Brigitte Langevin, a sleep education consultant, save tens of hours each month on email marketing. Before Cyberimpact, she... spent long evenings preparing mail campaigns and customizing emails for 1,000 subscribers. With Cyberimpact, she now completes email campaigns in under two hours, with automatic customization and professional results. This time savings led to increased sales, more published books, and the ability to launch webinars. Brigitte credits Cyberimpact for her business growth and improved quality of life.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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AlphaSense helped BDO USA cut research time from hours to minutes. The platform gave BDO teams fast access to cited... intelligence for client meetings. BDO used AlphaSense to prepare for executive briefings and compliance conversations. The tool enabled BDO to surface critical client issues and deliver value in every meeting. BDO integrated AlphaSense with their own workflows to centralize insights and improve client preparation.
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Contify helped a Big 4 accounting firm automate its market intelligence program. The firm needed to track 128 competitors and... industry trends across eight Asia Pacific countries. Contify set up custom sourcing, dashboards, and delivered 208 newsletters to over 500 users. The platform enabled 100% automation of competitor, industry, and customer tracking. Users received intelligence in local languages and could customize alerts for their needs.
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Oracle Cloud HCM helped Grant Thornton replace legacy HR systems with a unified platform. The company reduced manual tasks and... paperwork, letting employees focus more on clients. Leaders gained better visibility into HR and finance data. Oracle Recruiting improved talent acquisition, while Oracle Journeys enhanced employee experience and offboarding. Payroll and performance reviews are now streamlined, supporting diversity and inclusion programs.
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Oracle Cloud HCM helped Grant Thornton replace legacy HR systems with a unified platform. The company reduced manual tasks and... paperwork, letting employees focus more on clients. Leaders gained better visibility into HR and finance data. Oracle Recruiting improved talent acquisition, while Oracle Journeys enhanced employee experience and offboarding. Payroll and performance reviews are now streamlined, supporting diversity and inclusion programs.
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Beauhurst helped Cooper Parry cut research time from 35% to 5% per originator. The data-driven sales model increased output per... person by 30–50% and audit fees by 5x. A 20% team size increase led to a 75% rise in results. Cooper Parry now targets prospects faster and closes more deals using live growth signals. The firm credits Beauhurst for enabling rapid, scalable growth and significant cost savings.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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Dialpad helped Parkway Solutions, a small accounting firm, solve communication problems with clients across the US. The team switched to... Dialpad for better call quality, easy setup, and the ability to use business numbers on personal devices. They use Dialpad for calls, SMS, and video meetings, improving workflow and client contact. Real-time transcription and sentiment analysis help with training and tracking client needs. Analytics let them monitor call activity and performance from a simple dashboard.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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BlackLine used ValueCore to improve its value selling process. Before, the team used Excel and PowerPoint for ROI models. This... was slow and had many errors. ValueCore made building business cases faster and more flexible. BlackLine doubled its close rates after using ValueCore. The team now presents to executives with more confidence and better visuals.
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Aider’s AI platform helped Hipp Accounting serve more clients and improve advisory services. The firm used Aider to quickly spot... discrepancies, saving time and boosting efficiency. Matthias Hipp says AI lets them focus on helping clients grow, not just compliance. Advisory work expanded, and the team grew to support more clients. Aider’s tools made scaling the business easier and more effective.
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Highspot helped Baker Tilly US increase its win rate by 16%. The firm struggled with disorganized sales and marketing content.... Highspot's sales enablement platform centralized content and improved collaboration. Pitch adoption reached 95%, and $2M in pipeline was influenced. Analytics and video email features helped Baker Tilly stand out and make better decisions.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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Admin Army used Fergus to help trades businesses invoice faster and improve cash flow. Before Fergus, clients spent two hours... a week on invoicing and often missed costs. After switching to Fergus, invoicing dropped to 10 minutes a day and missed costs became rare. The average invoice-to-payment cycle improved by 8 days. Fergus made job costing cleaner and reduced admin work for business owners.
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Oracle Cloud HCM helped Grant Thornton replace legacy HR systems with a unified platform. The company reduced manual tasks and... paperwork, letting employees focus more on clients. Leaders gained better visibility into HR and finance data. Oracle Recruiting improved talent acquisition, while Oracle Journeys enhanced employee experience and offboarding. Payroll and performance reviews are now streamlined, supporting diversity and inclusion programs.
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Oracle Cloud HCM helped Grant Thornton replace legacy HR systems with a unified platform. The company reduced manual tasks and... paperwork, letting employees focus more on clients. Leaders gained better visibility into HR and finance data. Oracle Recruiting improved talent acquisition, while Oracle Journeys enhanced employee experience and offboarding. Payroll and performance reviews are now streamlined, supporting diversity and inclusion programs.
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Oracle Cloud HCM helped Grant Thornton replace legacy HR systems with a unified platform. The company reduced manual tasks and... paperwork, letting employees focus more on clients. Leaders gained better visibility into HR and finance data. Oracle Recruiting improved talent acquisition, while Oracle Journeys enhanced employee experience and offboarding. Payroll and performance reviews are now streamlined, supporting diversity and inclusion programs.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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Proposify helped YHB CPA modernize their proposal process. Before, the team used Word documents and manual tracking, which caused delays... and errors. With Proposify, YHB centralized proposal assets, improved collaboration, and integrated with HubSpot. The team now creates proposals faster and with fewer mistakes. Clients and prospects notice the more professional look. The marketing team saves time and works more efficiently.
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Ignition helped Santi Accounting grow its client base by 19x in six months. The firm acquired 142 new clients and... saved 40 hours per week on admin tasks. Ignition's proposal templates and automated workflows made onboarding fast and professional. Clients appreciated the clear, detailed proposals and improved engagement. Automation let Santi Accounting focus on personalized service while scaling quickly.
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Bean Ninjas used Better Proposals to streamline their sales process. They reduced proposal creation time to 20 minutes and automated... payment collection with Stripe integration. This helped them close 70% of proposals, adding nearly $8k in monthly recurring revenue. The team saved hours each month and managed sales with under 1 FTE. Better Proposals let them focus on client service, not admin work.
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Allen Accountancy used DocFlite to fix quoting delays. Before, only the owner could price new work, causing bottlenecks and lost... revenue. DocFlite let more staff create quotes and track them in a central pipeline. The CEO now approves quotes quickly. The team also uses DocFlite for client onboarding, sending forms automatically after quote acceptance. The software improved workflow and customer service.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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Jostle helped Armstrong Watson solve major communication problems after a company reshuffle. The firm needed a way to keep 14... offices and virtual teams updated on regulations and internal changes. Jostle became the main platform for sharing news, recognizing achievements, and centralizing information. Employee surveys showed a net increase in communication within the firm. The platform made it easy for everyone to access updates and celebrate team successes.
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Text Request helped Work With Your Handz improve their recruiting process. The company sends over 500 texts daily to job... candidates. They switched from RingCentral to Text Request for a more affordable texting solution. Recruiters use scheduled and mass texts to keep candidates engaged and informed. The team saves both money and time while organizing conversations with contact tags and groups.
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Pinion, a top 100 accounting firm, saved over $50,000 by switching to MangoApps. The firm needed a modern way to... manage internal communication and knowledge. MangoApps helped them reduce email use and boost productivity. Employees now use a single dashboard for all resources. The platform made collaboration easier and improved information sharing across the company.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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Haysmacintyre, a top-25 UK accounting firm, integrated RingCentral with Microsoft Teams to unify communications. Staff can now make and receive... business calls directly in Teams, improving workflow and mobility. The solution replaced a complex, hard-to-manage phone system. Employees can access voicemail, messaging, and meetings in one app. The firm scaled easily and enabled hybrid work with reliable telephony anywhere.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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Betty Blocks helped Forvis Mazars in Germany set up a no-code environment and citizen development program. The company trained over... 20 citizen developers and built nine business applications in eight months. Betty Blocks provided an easy-to-use, secure platform with strong IT governance and custom branding. The solution enabled rapid application development and a scalable, self-sustaining foundation. Forvis Mazars now has a center of excellence and a growing application library.
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Grant Thornton used the ON24 platform to centralize and scale its webcast program. The company increased webcast production by 200%... and tripled its audience size. By streamlining operations, Grant Thornton reduced email volume by 20,000 while boosting attendance. Personalized weekly digests achieved a 20% click-through rate. The ON24 platform helped Grant Thornton beat all internal KPIs by at least 10%.
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Haysmacintyre, a top-25 UK accounting firm, integrated RingCentral with Microsoft Teams to unify communications. Staff can now make and receive... business calls directly in Teams, improving workflow and mobility. The solution replaced a complex, hard-to-manage phone system. Employees can access voicemail, messaging, and meetings in one app. The firm scaled easily and enabled hybrid work with reliable telephony anywhere.
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Haysmacintyre, a top-25 UK accounting firm, integrated RingCentral with Microsoft Teams to unify communications. Staff can now make and receive... business calls directly in Teams, improving workflow and mobility. The solution replaced a complex, hard-to-manage phone system. Employees can access voicemail, messaging, and meetings in one app. The firm scaled easily and enabled hybrid work with reliable telephony anywhere.
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Dialpad helped Parkway Solutions, a small accounting firm, solve communication problems with clients across the US. The team switched to... Dialpad for better call quality, easy setup, and the ability to use business numbers on personal devices. They use Dialpad for calls, SMS, and video meetings, improving workflow and client contact. Real-time transcription and sentiment analysis help with training and tracking client needs. Analytics let them monitor call activity and performance from a simple dashboard.
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Moxo helped Shields Tax & CPA streamline client communication and document management. The firm replaced inefficient email threads with Moxo’s... collaborative workflow software. This enabled secure messaging, document uploads, and mobile access for clients and staff. Shields Tax & CPA improved onboarding and task management. As a result, they saw 74% growth in accounting services and doubled their client base.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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Oracle Cloud HCM helped Grant Thornton replace legacy HR systems with a unified platform. The company reduced manual tasks and... paperwork, letting employees focus more on clients. Leaders gained better visibility into HR and finance data. Oracle Recruiting improved talent acquisition, while Oracle Journeys enhanced employee experience and offboarding. Payroll and performance reviews are now streamlined, supporting diversity and inclusion programs.
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Oracle Cloud HCM helped Grant Thornton replace legacy HR systems with a unified platform. The company reduced manual tasks and... paperwork, letting employees focus more on clients. Leaders gained better visibility into HR and finance data. Oracle Recruiting improved talent acquisition, while Oracle Journeys enhanced employee experience and offboarding. Payroll and performance reviews are now streamlined, supporting diversity and inclusion programs.
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Mazars used the Sociabble employee advocacy platform to boost thought leadership and brand visibility. They launched regional and global instances... to address both local and global needs. The platform helped employees share approved content and create their own, increasing engagement. Mazars achieved an 88% user engagement rate and over a million monthly audience touchpoints. The program recognized top ambassadors and encouraged content creation across 79 countries.
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YourCause from Blackbaud helped Crowe LLC simplify corporate social responsibility work. The platform reduced admin tasks and made it easier... for employees to engage in giving and volunteering. Crowe used AI-powered tools to measure and share impact stories. The solution enabled faster donations and deeper team involvement. Crowe’s Purpose & Sustainability Manager praised the tools for making work life easier.
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Sociuu helped Beierholm, a top Danish accounting firm, boost social media visibility. Employees struggled to share updates due to busy... schedules. Sociuu's platform enabled a structured employee advocacy program. Engagement reached 70%. Beierholm saw a 7.6x ROI and broader reach at lower cost than paid media. Stakeholders now get timely updates on regulations and trends.
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Clearview Social helped BeachFleischman CPAs boost their website traffic from LinkedIn by 1,342%. The accounting firm saw a year-over-year increase... of 124 online leads. This led to $200,000 in new business in the first year. Employees found it easy to share content on social media. The firm used Clearview Social to expand their online reach and attract more clients.
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Eightfold AI helped Ernst & Young (EY) shift to a skills-based approach for talent management. Over 143,000 employees created and... updated skills profiles. More than 205,000 employees are mapped to career roles. 79% of employees said skills profiles helped them focus on development. EY saw 3x productivity, 26% lower attrition, and 2.5x cultural change improvements in clients using Eightfold.
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Gerald Edelman's Deal Advisory team used a generic database and spreadsheets before DealCloud. They switched to DealCloud to improve their... workflow. The case highlights the move from manual tools to a specialized platform. This change aimed to streamline deal management for the team. The story shows how DealCloud supports accounting firms in managing deals more efficiently.
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Appical helped Baker Tilly, a top 10 accounting firm, launch a preboarding and onboarding app. The app gives new employees... a personalized experience and helps them get to know each other. It makes the onboarding process smoother and more structured. Employees become involved and productive from day one. The app also lets Baker Tilly collect feedback to improve the process.
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Beamery helped EisnerAmper improve their hiring process. EisnerAmper used Beamery’s CRM and Career Site tools to build strong talent communities... and re-engage past candidates. The solution integrated with Workday and supported proactive sourcing, bulk communication, and compliance. EisnerAmper’s Talent Acquisition team met and exceeded hiring goals. The implementation led to high adoption and better candidate experiences.
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Penneo helped Tax Consult, a Brussels-based accounting firm, move to digital document management. The team replaced paper signatures and manual... follow-ups with secure electronic signatures and automated workflows. This change saved time for both staff and clients. Clients now sign documents from anywhere, making the process faster and easier. Employees spend less time on admin and more on client advice. Regular training and Penneo’s support keep Tax Consult ahead in compliance and digital transformation.
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MyWork used Foxit API and PDF Editor SDK to improve accounting workflows. They automated eSignatures and made document management faster.... Security was enhanced for sensitive files. The solution helped reduce costs and improved compliance for accounting firms. Efficiency increased across their processes.
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Evoliz needed a way to offer legal electronic signatures to their clients. Their clients wanted a simple and fast way... to sign documents online. Evoliz chose Yousign because it was easy to use, quick to set up, and had good pricing. The integration of Yousign's API was very simple for their developers. After using Yousign, Evoliz's clients saved time and found the process much easier. Clients gave positive feedback about the simplicity and time savings.
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Custom web-based accounting software replaced manual data entry and reduced reconciliation errors for a finance client. The solution used Angular,... Node.js, MongoDB, and ExpressJS to automate billing, payroll, and invoice processing. Real-time insights improved decision-making and workflow efficiency. The client scaled operations easily with the new platform. Team members liked the user-friendly interface and fast onboarding.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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Armanino used Openprise to improve its marketing data quality. The firm wanted a stronger data foundation for better marketing results.... Openprise helped Armanino clean and manage its data. This led to more effective marketing campaigns. The company saw better results from its marketing efforts.
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Spotler CRM helped Cooden Tax Consulting move from spreadsheets to a cloud-based CRM. The consultancy improved lead tracking and reduced... manual work. Staff now have a central place to manage tasks and client relationships. Email campaigns and marketing tools in Spotler CRM support their outreach. Integrations with email, VOIP, and accounting systems are planned. The CRM's flexibility and support were key benefits for the team.
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Spotler CRM helped Cooden Tax Consulting move from spreadsheets to a cloud-based CRM. The consultancy improved lead tracking and reduced... manual work. Staff now have a central place to manage tasks and client relationships. Email campaigns and marketing tools in Spotler CRM support their outreach. Integrations with email, VOIP, and accounting systems are planned. The CRM's flexibility and support were key benefits for the team.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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Dialpad helped Parkway Solutions, a small accounting firm, solve communication problems with clients across the US. The team switched to... Dialpad for better call quality, easy setup, and the ability to use business numbers on personal devices. They use Dialpad for calls, SMS, and video meetings, improving workflow and client contact. Real-time transcription and sentiment analysis help with training and tracking client needs. Analytics let them monitor call activity and performance from a simple dashboard.
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Community Financials uses Unitel Voice to support condo communities and homeowner associations with monthly accounting. The company needed a reliable... phone system to help manage calls and keep communication open for their remote team. Unitel Voice provided a custom 800 number, an online portal, and a smartphone app. This made it easy for Community Financials to route calls and stay connected. The solution helped them build their business and serve clients nationwide.
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CallHippo gave Future Connect Training an easy-to-use phone system. The old system was hard to use and made calls look... like spam. CallHippo's IVR and AI tools made call management better and saved agents time. CRM integration and 24/7 support helped the team work faster. FC Training saw more calls answered and better client interactions.
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Lattice helped Trout CPA move from paper-based HR processes to a digital platform. The firm used Lattice to streamline performance... reviews and employee engagement. Employees quickly gave positive feedback after just two weeks. Lattice made it easier for HR to manage reviews and collect data. The platform also reduced admin work and improved employee experience. Trout CPA now uses one system for performance and engagement data.
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PerformYard helped Spoor Bunch Franz move from annual reviews to monthly feedback. The firm now runs two review cycles per... year and encourages employees to give feedback to two people each month. Audit teams, new hires, and interns have custom review cycles. The process is flexible and fits each department's needs. Managers use feedback to align performance with company values and set new goals.
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Oracle Cloud HCM helped Grant Thornton replace legacy HR systems with a unified platform. The company reduced manual tasks and... paperwork, letting employees focus more on clients. Leaders gained better visibility into HR and finance data. Oracle Recruiting improved talent acquisition, while Oracle Journeys enhanced employee experience and offboarding. Payroll and performance reviews are now streamlined, supporting diversity and inclusion programs.
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Spinify helped NextPath Career Partners boost sales team motivation with gamification. The team hit 1200 over quota after using Spinify.... Sales contests and leaderboards made work fun and competitive. Customization features kept the team engaged and excited. The CEO says Spinify is now essential for their daily routine.
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BoardEx by Altrata helped a big four accountancy firm's PE value and portfolio creation team find warm connections and key organizational insights. The team used... BoardEx to map relationships and track investments of private equity firms and their portfolio companies. BoardEx provided accurate, reliable data and integrated with other tools. The platform made it easy to identify deal opportunities and start conversations. The team valued BoardEx for its unique relationship mapping and up-to-date news features.
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Greenstep uses Vainu’s real-time company data to improve lead generation and qualification. They inject Vainu’s data into a centralized data... lake, combining it with CRM and marketing automation tools. This helps Greenstep target and personalize sales and marketing campaigns at scale. The solution gives their teams a 360-degree view of accounts and streamlines account management. Greenstep highlights the simplicity of Vainu’s UI and the flexibility of its API as key benefits.
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Oracle Cloud HCM helped Grant Thornton replace legacy HR systems with a unified platform. The company reduced manual tasks and... paperwork, letting employees focus more on clients. Leaders gained better visibility into HR and finance data. Oracle Recruiting improved talent acquisition, while Oracle Journeys enhanced employee experience and offboarding. Payroll and performance reviews are now streamlined, supporting diversity and inclusion programs.
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