Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Front helped Countsy manage high-touch client communications for hundreds of startups. Countsy switched from... Outlook to Front, giving over 100 consultants access to 600+ shared inboxes. The team gained full visibility into client conversations and used tagging and assignment features for accountability. Front streamlined workflows, letting Countsy handle more clients and grow quickly. Employees found it easier to manage messages and deliver fast, responsive service.
Salesmate helped SUMO Heavy, a digital commerce consulting firm, solve long sales cycle challenges. The team struggled... to track deals and client progress with processes lasting up to a year. Salesmate CRM replaced manual tracking and enabled easy collaboration. Every team member could access client details and follow up efficiently. SUMO Heavy found Salesmate more effective than other CRMs they tried, including HubSpot and Salesforce.
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.
Quickbase helped Presti & Naegele replace spreadsheets with a CRM app. The firm needed... better ways to track client software versions and store sensitive data. Quickbase let them centralize client information and automate upgrade reminders. Staff can securely access data from any device. The new system led to 30 to 40 new clients per year and improved productivity.
Simplicate helped Hendriksen Accountants en Adviseurs improve their business processes. Before Simplicate, they... used a closed CRM system that required double data entry and manual work. With Simplicate, all client data is in one place and always up to date. Employees can see their own KPIs and work more efficiently. The company now has better insight into sales, higher productivity, and fewer hours written off. This leads to lower rates for clients and more transparent billing.
Kommo helped DO OK cut weekly sales team meetings by 50%. DO OK, a... consulting and software development company, used Kommo's dashboard, activity log, and consolidated report features. The CRM made meetings shorter and boosted productivity. It also made onboarding new teammates easier. Kommo supported DO OK in managing sales and team collaboration.
Method:CRM helped Savvy Bird Consulting manage growing demand for QuickBooks training and accounting services. Kayla Prusinski, the... owner, needed a CRM that fit her small business budget and offered strong data privacy. Method:CRM provided customizable workflows and a real-time, two-way QuickBooks sync. This made lead management easier and saved time for both Kayla and her clients. Kayla says Method:CRM is the perfect tool for QuickBooks users.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Intapp DealCloud helps Gerald Edelman improve daily work for their whole team. The firm is... a top mid-tier UK business advisory and professional services provider. They use Intapp DealCloud to manage deals and client relationships. The platform supports their accounting and consulting work. The team benefits from better organization and activity tracking.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Close CRM helped High Kick Sales improve sales workflows for clients in group booking industries. Kyle Stremme used... Close to connect pipelines and give leaders better sales insights. Many clients had complex operations with no CRM integration. Kyle started with discovery calls to find workflow gaps and tech issues. His approach made sales processes simpler and helped businesses grow revenue.
Aston Shaw is an accountancy firm that wanted to grow its business. They used a... CRM system from Workbooks to help manage their clients and work better. The CRM helped them keep track of information and made their work easier. This support helped Aston Shaw grow as a company. The case shows how using the right tools can help a business get bigger.
Shift Diverse Business Solutions (Shift DBS)
- Consulting
Glue Up helped Shift DBS bring all their member data, events, and community tools into one place. Before Glue Up,... Shift DBS used many separate tools and had slow, manual processes. Glue Up’s platform gave them an integrated CRM, event management, and a community feed. Shift DBS now saves time and has fewer errors. Members get a better experience with easier access to events and updates.
eWay-CRM helped GRANTEX organize long-term grant projects. Before, GRANTEX used... Excel, which made teamwork and tracking deadlines hard. With eWay-CRM, they automated project workflows and improved team collaboration. The Outlook integration let staff work in a familiar environment. GRANTEX now tracks deadlines, manages tasks, and plans resources better. After three years, no one wants to go back to Excel.
RizePoint helped ASI Food Safety move from spreadsheets to a cloud-based quality management system. ASI needed a... solution to handle audits, scheduling, and reporting for their small team. RizePoint made it easy to access data anywhere and reduced time spent on reports. Auditors now use one system, work offline, and enter data once. The Mobile Auditor app cut down on errors. Automated notifications save managers time and keep everyone on track.
SP Employee Hub helped Prager Metis create a single intranet in Microsoft 365. The solution unified... communication and gave secure access to up-to-date information. It supported 13 departmental sub-sites for better collaboration. Prager Metis improved teamwork and got more value from their Microsoft 365 investment. Data security was a key benefit. The company has used SP Employee Hub since 2018.
SutiHR helped Bland & Associates P. C. unify HR...management with a cloud-based HRMS. The company needed a better way to manage employee data and documents. SutiHR gave them a single online platform for all HR tasks. Employees and managers now have real-time access to data and reports. The HR department improved administrative efficiency by 25% each week. The solution also made hiring and performance tracking easier.
BenchmarkONE helped The Database Diva cut their webinar tech stack from 6 to 3 tools. They now set... up webinars in 15 minutes and automate follow-up. Email templates take 15 minutes instead of 2 hours. Their drip campaigns use tagging for hyper-targeted messages. They see average open rates of 50%+ and click-through rates up to 25%. BenchmarkONE's automation lets them touch every contact at least twice a month.
OnePageCRM helps L&J Tax attract and keep tax clients. Before using OnePageCRM,... Laura Lynch struggled to remember client details and follow-ups. The CRM lets her record notes, track referrals, and set reminders. L&J Tax uses the pipeline feature to manage projects and keep clients updated. Regular check-ins with clients help build trust and improve service quality.
WORKetc helped Permit Place speed up permit approvals. Permit Place used... to handle lots of paperwork. They needed a better way to manage permit applications. With WORKetc, they tracked customer interactions and projects in one place. This made it easier to get permits approved faster. Permit Place grew into one of the largest permit expediting companies in the US.
Teamleader Focus helped Digly automate scheduling for online meetings. Digly faced challenges... matching multiple calendars and managing a growing number of appointments. The integrated scheduling feature replaced separate tools like Calendly and Zapier. Digly now saves 15 minutes per appointment, totaling 2-4 hours weekly. The solution reduced interruptions, decreased no-show rates, and improved meeting preparation. Fewer errors occur in scheduling and customer data entry.
Dr. Lüpkes Sachverständige GbR... is a consulting office in civil engineering and soil protection. They had trouble managing many paper files and needed better document control. They chose AMAGNO On Premise in March 2018 to help with digital document management. The software made searching for documents faster and reduced paperwork. The company also liked the version control and friendly support from AMAGNO.
Document Logistix helped Hillier Hopkins LLP, an accounting firm, move from paper filing to a digital document management system. The firm had... problems with storing paper files as it grew and opened more offices. Document Logistix provided a solution that improved remote working and business performance. The new system made information easier to access and reduced the need for office space.
Financial Accounting Foundation (FAF)
- Accounting
The Financial Accounting Foundation improved its websites with RWS. The changes made... the sites 1.5 times faster. Navigation and search functions were better. Page views and engagement time increased. Content management and archiving became more efficient.
Financial Accounting Foundation (FAF)
- Accounting
The Financial Accounting Foundation improved its websites with RWS. The changes made... the sites 1.5 times faster. Navigation and search functions were better. Page views and engagement time increased. Content management and archiving became more efficient.
Financial Accounting Foundation (FAF)
- Accounting
The Financial Accounting Foundation improved its websites with RWS. The changes made... the sites 1.5 times faster. Navigation and search functions were better. Page views and engagement time increased. Content management and archiving became more efficient.
Xperience by Kentico helped Forvis Mazars, a top 10 global accounting firm, overhaul their outdated Drupal website. SilverTech led the... migration, adding features like API integrations, personalization, and a modern design. The new site improved navigation and gave content managers more control. In three months, Forvis Mazars saw a 61% increase in users, a 10% boost in conversions, and a 100% rise in traffic. The platform now supports ongoing digital growth and future integrations.
Contao Content Management System helped e-mpa build a compact, professional website. The new site... highlights accounting services and tax consulting. It uses a clean, responsive design for easy access on any device. SEO-optimized content and clear visuals build trust and expertise. Clients can quickly find information and contact e-mpa online.
Concrete CMS helped Fust Charles Chambers update their website and brand identity. The new site... improved clarity in their audit, tax, and consulting services. The modular design lets them create microsites for new-client onboarding in just five days. The marketing team now manages over 300 pages, supporting SEO and business growth. Visitors find the site easier to use and understand, leading to more business opportunities.
Xperience by Kentico helped Forvis Mazars, a top 10 global accounting firm, overhaul their outdated Drupal website. SilverTech led the... migration, adding features like API integrations, personalization, and a modern design. The new site improved navigation and gave content managers more control. In three months, Forvis Mazars saw a 61% increase in users, a 10% boost in conversions, and a 100% rise in traffic. The platform now supports ongoing digital growth and future integrations.
Document Locator helped Friesen Pankratz & Associates go paperless. The accounting firm... struggled to find documents and wasted time searching. They chose Document Locator for its ease of use, price, SQL Server base, and secure web sharing. The firm now scans tax returns and work papers, making them available online. They manage Visio, Excel, and Word files with version control. The solution freed up storage space and will let them add two more offices.
ManageWP helped Carrie Dils, a WordPress consultant, manage 10 websites for her clients. She used scheduled... backups, uptime monitoring, and one-click optimization to save time. Carrie reduced her site maintenance time from 15 to 10 minutes per site per month, a 40% time savings. She also sends client reports easily, making her customers happy. ManageWP increased her efficiency and made website management simple.
NetDocuments helped Saffery, a top 20 accounting firm, solve document silos and boost productivity. Staff struggled with... scattered files and wasted time searching for the latest versions. Saffery chose NetDocuments for its secure, cloud-based document management and easy-to-use interface. The platform enabled centralised, flexible, and secure file sharing and collaboration. Saffery now manages documents efficiently from anywhere, supporting its cloud-first strategy.
GlobalSearch and GlobalCapture helped Books N Billing, a bookkeeping business in Melbourne, Florida, upgrade their document management. Their old system... was not compatible with new software. With GlobalSearch, staff can scan and store documents quickly and access them from anywhere. The solution is user friendly and lets them add index fields easily. They can scan up to 600 documents in the office and index them later at home. This made remote work during Covid shutdowns much easier.
Packer Thomas, CPA & Business Consultants
- Accounting
Docsvault helped Packer Thomas, CPA & Business Consultants go paperless and improve document security. The firm needed... to manage sensitive records and improve general administration. Docsvault provided secure document management, scanning, OCR, and PDF tools. Features like version control, workflow management, and access control made handling documents easier. The company reduced clutter and improved security for client data.
World leader in forensic engineering and consulting (US-based global firm)
- Consulting
ActiveDocs document automation software helped a global forensic engineering and consulting firm automate their report production. The firm faced... slow, manual report creation that took engineers away from field work. With ActiveDocs, they integrated automated document creation with their field data and business management systems. Engineers now spend less time typing and more time investigating. Reports are more accurate, graphic-rich, and compliant. The firm captures 40 years of expertise in a structured way, improving efficiency and control.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
IQGeo’s Comsof Heat helped TorchLight Bioresources cut network design time by at least 80%. The company needed... a fast mapping tool for a biomass district energy system in Nova Scotia. The software made it easy to create detailed maps and flexible project plans. It also saved time and money by making modeling and data integration simple. Pre-feasibility studies became more realistic, helping local governments see the benefits of district heating. TorchLight Bioresources now supports Nova Scotia’s move to sustainable energy.
Guesty helped Ximplifi automate and simplify vacation rental accounting. Ximplifi used Guesty's... platform and open API to integrate with their VRAccountant solution. This allowed Ximplifi's clients to save time, simplify trust accounting, and get clear financial reports. Clients using both solutions saw business growth of 30-100%. Ximplifi praised Guesty for innovation and strong partner support.
Sentry helped Yuki, an accounting software provider, improve developer confidence and app stability. Yuki faced issues... with slowdowns and lack of visibility during peak usage. Sentry's error and performance monitoring gave engineers actionable insights, deep integrations, and out-of-the-box .NET support. The team resolved critical issues 24x faster and cut troubleshooting time in half. Developers now have better data, less frustration, and more control over app performance.
Stackfield helped Dr. Schmidt und Partner... improve teamwork and transparency. Before Stackfield, teams used email and shared folders, which made tracking projects hard. Stackfield gave them clear workspaces, Kanban task management, and strong access controls. Teams now see all project info in one place. Communication is faster and more organized. The IT department and accounting team both benefit from better process tracking and handoffs.
Noloco helped RE Cost Seg build a custom client portal and CRM for real estate cost segregation. The challenge was... to manage many engineering reports and make client interactions easy in a fast-growing business. RE Cost Seg used Noloco to connect with Airtable, automate onboarding, and let clients upload documents and track progress. Sales reps used the app to monitor client status and automate tasks. The result was faster client onboarding, better document management, and high client satisfaction with an NPS over 90.
3veta helped Contabi Alliance launch a professional marketplace for accountants. Contabi wanted to... give its members more ways to get leads and manage bookings. With 3veta, Contabi built a branded platform where members can be listed, get booked, and get paid. Members now have their own booking pages and can manage their accounts. The new solution increased visibility and made onboarding easy for new members.
Financial Accounting Foundation (FAF)
- Accounting
The Financial Accounting Foundation improved its websites with RWS. The changes made... the sites 1.5 times faster. Navigation and search functions were better. Page views and engagement time increased. Content management and archiving became more efficient.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
FileCloud helped CPA Ontario meet strict file storage needs for thousands of accountants. CPA Ontario needed... a cloud storage solution that kept all data on premises. FileCloud provided secure, VPN-less access and strong data residency controls. The solution supports regulatory compliance and protects sensitive information. CPA Ontario now offers reliable file storage to its members.
Measuring Help Desk Success in Accounting Deployments
Pleo
- Accounting
Vitally helped Pleo, a leading spend and expense management provider, solve problems with customer insight and onboarding. Pleo used Vitally... to integrate data, automate tasks, and give customer success managers better tools. The platform improved customer understanding and made operations more efficient. Pleo's team now acts faster with at-risk customers and recommends Vitally for its automation and integration features.
SysAid helped BDO manage complex managed services for over 600 clients. BDO used SysAid... to handle more than 500 tickets each month through email and a self-service portal. The platform made it easy to track service requests, automate workflows, and keep every client updated. SysAid reduced the time to export and configure data for Power BI from six hours to minutes. BDO gained better insights into root causes, trends, and KPIs, improving service for all clients.
GoTo Webinar helped Sage support customers with a live Q&A platform. Sage used GoTo... Webinar to handle a surge in support demand after launching Making Tax Digital. The platform let Sage run five all-day webinars daily for different software packages. Sage saw higher customer satisfaction, easier delivery for technicians, and better privacy for attendees. Sage moved physical events online without losing service quality.
The Youngblood Group, led by Josh Youngblood, faced challenges with missing after-hour calls during the busy tax season. They needed a... reliable 24/7 answering service to ensure potential clients could reach them anytime. Josh switched to Smith.ai, which provided live receptionists 24/7, blocking spam calls and booking appointments. This allowed Josh to focus on client meetings and maintain high service standards. The switch relieved stress and improved work-life balance, allowing Josh to spend more time with family.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
HelpDocs powers Reckon's self-serve support. Reckon offers accounting... software for small businesses. They use HelpDocs to make their knowledge base easy to use. This helps customers find answers fast. The support experience feels smooth and helpful. Reckon improves customer satisfaction with HelpDocs.
UserGuiding helped Forvis Mazars train and onboard clients inside their Signals platform. They used onboarding... checklists and interactive guides to automate user onboarding. This led to a big drop in support requests. Forvis Mazars saved countless hours and reduced employee costs. They created over 500 guides, hotspots, and checklists to streamline onboarding and product adoption.
Xenett used Archbee to build a public knowledge base for customer onboarding. Before Archbee, they... tried Zoho Knowledge Base and Intercom but wanted a better user experience. Archbee let them create spaces for user training and onboarding. Customers now find answers in the knowledge base, which reduces support tickets. Xenett values Archbee for its ease of use and helpful features like video embedding and slash commands.
Softr helped Officeheads build a custom client portal in less than two days. Officeheads automated over... 8 workflows, including project management, document sharing, and live dashboards. The portal serves 50+ SMB clients and replaced email-based communication. Clients now access reports, videos, and fintech tools in one place. Officeheads used Softr with Airtable to create a user-friendly experience for creative industry clients.
Financial Accounting Foundation (FAF)
- Accounting
The Financial Accounting Foundation improved its websites with RWS. The changes made... the sites 1.5 times faster. Navigation and search functions were better. Page views and engagement time increased. Content management and archiving became more efficient.
Financial Accounting Foundation (FAF)
- Accounting
The Financial Accounting Foundation improved its websites with RWS. The changes made... the sites 1.5 times faster. Navigation and search functions were better. Page views and engagement time increased. Content management and archiving became more efficient.
Financial Accounting Foundation (FAF)
- Accounting
The Financial Accounting Foundation improved its websites with RWS. The changes made... the sites 1.5 times faster. Navigation and search functions were better. Page views and engagement time increased. Content management and archiving became more efficient.
Financial Accounting Foundation (FAF)
- Accounting
The Financial Accounting Foundation improved its websites with RWS. The changes made... the sites 1.5 times faster. Navigation and search functions were better. Page views and engagement time increased. Content management and archiving became more efficient.
Consensus helped BlackLine automate demo delivery for presales. BlackLine's solutions consulting... team faced too many unqualified, repetitive demo calls. Consensus let buyers explore demos on their own, saving time for experts. The rollout included focused content, early adopter engagement, and executive support. BlackLine improved presales efficiency and let experts focus on qualified opportunities.
Foxit API and PDF Editor SDK helped MyWork. us improve accounting...workflows. The company used Foxit tools to streamline document management. This made their processes faster and more efficient. MyWork.us moved closer to a paperless office. The solution supported better PDF accessibility. Foxit enabled MyWork.us to handle documents with ease.
Pipefy helped Agilize automate 37 steps in their customer service workflow. Agilize faced problems... with manual spreadsheets, slow processes, and errors as they grew to over 10,000 customers. Pipefy replaced manual tracking with automated processes and notifications. This improved compliance, transparency, and customer experience. Agilize now manages a large volume of data and tasks more efficiently with Pipefy.
Parseur helps Emonkey automate data extraction from client emails. Emonkey uses custom... templates and connects Parseur with Make.com for seamless workflows. Before Parseur, they used Gmail, which lacked webhook support and was not ideal. Parseur saves time by making it easy to set up mailboxes and templates. Emonkey values Parseur's reliability and strong support team.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Document Logistix helped Hillier Hopkins LLP, an accounting firm, move from paper filing to a digital document management system. The firm had... problems with storing paper files as it grew and opened more offices. Document Logistix provided a solution that improved remote working and business performance. The new system made information easier to access and reduced the need for office space.
Caspio helps Vision to Action, a management consultancy, build custom apps for clients in many industries. The firm needed... a way to manage and test business process solutions quickly, especially across multiple locations. Caspio's low-code platform let non-IT consultants create and deploy database applications fast. The team valued Caspio's strong support and the ability to empower consultants to deliver proof of concept projects without coding skills.
Ortto helped Dinero, an online accounting software company, switch from ActiveCampaign to a single platform for marketing automation and customer data. Dinero needed faster... tools and better data consolidation. With Ortto, they combined marketing automation and a customer data platform in one system. The integration was easy and let Dinero create more targeted email campaigns. Reporting and dashboards improved, making it simple to share data and make decisions.
emfluence Marketing Platform helped MarksNelson improve their online presence. MarksNelson wanted to... become a thought leader and attract more business from their website. emfluence launched a rebrand and improved the website. Organic traffic increased by 96.18%. All traffic grew by 144.59%. Goal completions rose by 142.86%. Non-branded traffic and conversions also increased. Goal conversions went up by 66.09%. Goal value increased by 2,072%. The bounce rate dropped below 20%.
Text Request helps Work With Your Handz send over 500 texts daily to job candidates. The recruiting firm... needed a more affordable texting solution than RingCentral. With Text Request, they save money and time while keeping candidates engaged in the hiring process. Features like mass texts, contact tags, and analytics make communication easy. The software is simple to set up and supports ongoing candidate conversations.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Jostle helped Armstrong Watson, an accountancy firm, solve major communication problems after a company reshuffle. The firm needed... a way to keep teams updated and share knowledge across 14 offices. Jostle became the main platform for news, updates, and employee recognition. Leadership used Jostle to post news and shout-outs, encouraging everyone to participate. As a result, employees better understand company direction, can easily find information, and celebrate achievements more often.
Financial Accounting Foundation (FAF)
- Accounting
The Financial Accounting Foundation improved its websites with RWS. The changes made... the sites 1.5 times faster. Navigation and search functions were better. Page views and engagement time increased. Content management and archiving became more efficient.
Financial Accounting Foundation (FAF)
- Accounting
The Financial Accounting Foundation improved its websites with RWS. The changes made... the sites 1.5 times faster. Navigation and search functions were better. Page views and engagement time increased. Content management and archiving became more efficient.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Mural helped fluent, a consulting company, cut their sales cycle from 9-10 weeks to 3. 5 weeks, a...60% decrease. The team uses Mural for visual collaboration, client proposals, and ongoing project tracking. Mural's templates and real-time features improved alignment, efficiency, and client relationships. Fluent now relies on Mural for both client work and internal collaboration, making teamwork faster and more connected.
Conjointly helped UMDF, a large accounting and consulting firm, design an employee benefits package for new graduates. The firm used... Conjointly's conjoint analysis tool to survey 200 accounting graduates about salary, insurance, leave, and other benefits. The study found that health insurance was the most important factor, followed by life insurance and salary. Parental leave, annual leave, and superannuation were less important. UMDF used these insights to build an optimal benefits package within their budget.
Stripe helped Xero speed up payments for its customers. Xero is cloud-based... accounting software for small businesses. Xero wanted to help its users get paid faster and make recurring payments easier. Xero partnered with Stripe to let users accept credit and other payments. Xero customers now get paid 14 days faster. Over two million small businesses use Xero.
SutiHR helped Bland & Associates P. C. unify HR...management with a cloud-based HRMS. The company needed a better way to manage employee data and documents. SutiHR gave them a single online platform for all HR tasks. Employees and managers now have real-time access to data and reports. The HR department improved administrative efficiency by 25% each week. The solution also made hiring and performance tracking easier.
Reach Reporting helped Lutz, a large CPA firm, improve their financial reporting. Lutz used Reach... Reporting to automate manual tasks and create clear, custom visuals for clients. The platform made it easy for the team to use and saved time. Lutz now delivers better, more understandable reports to clients. This has strengthened client relationships and improved outcomes.
Spotlight Reporting helped Sedulo offer new services to clients. Sedulo used Spotlight... to prepare financial projections. They charged up to £2,000 for each projection. This increased their revenue. The tool made it easier for Sedulo to upsell advisory services.
ChargeOver helped 1-800Accountant automate their billing process. The company needed... a flexible system for many subscriptions, products, and prices. ChargeOver integrated with Salesforce and supported custom code for unique billing needs. The solution let 1-800Accountant use multiple payment gateways and create over 40 types of reports. The team gained new analytics and better control over invoices and payments.
IRS Solutions helped The Freedom Group, a small accounting firm, manage tax resolution and tax preparation more efficiently. Bruce Hicks needed... software that combined practice management, document storage, and client communication in one place. IRS Solutions provided all features at a single price, unlike competitors with costly add-ons. The team found onboarding fast and now uses the software daily. Bruce reports he can do more work in less time and expects to take on more clients and increase revenue.
Accounting Clients Speak: The Impact of deploying Email Marketing solutions
Brigitte Langevin
- Consulting
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.
South Carolina Association of CPAs (SCACPA)
- Accounting
rasa. io helped the...South Carolina Association of CPAs (SCACPA) use AI to personalize member newsletters. SCACPA wanted to improve engagement and better understand its 4,000+ members. With rasa.io, they segmented their audience and sent targeted content. The AI-powered newsletters achieved over 65% unique open rates and 20%+ click-through rates. SCACPA saw more website traffic and a stronger member community.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Shift helped Compass CPA, PC manage close to 30 client and team email accounts in one place. Before Shift, Casey... struggled with missed emails and wasted time switching between accounts in Chrome. After using Shift, he could see all notifications in one view and set preferences for each account. Casey integrated Shift with tools like Asana, WhatsApp, and Evernote. He rolled out Shift to his whole team for better workflow and email management.
Aston Shaw is an accountancy firm that wanted to grow its business. They used a... CRM system from Workbooks to help manage their clients and work better. The CRM helped them keep track of information and made their work easier. This support helped Aston Shaw grow as a company. The case shows how using the right tools can help a business get bigger.
Popcorn CRM helped JLP Payroll Services organize their sales and marketing in one place. Before, their process... was spread out and hard to manage. With popcorn, they set up a clear sales process and used lead scoring to find hot prospects. They now run weekly marketing campaigns and save 14 hours per campaign on follow-up. Their sales conversion rate reached 6%. Julie Lawler, the managing director, says popcorn gives them control and insight that is invaluable.
Rocketseed helped Rees Pollock, a London-based chartered accountancy firm, improve its email marketing. The firm needed... to stand out against larger competitors and wanted to innovate in client communications. With Rocketseed, every email now has a branded header and a personalized business card for each sender. The solution also ensures legal compliance with automatic disclaimers. Rees Pollock reports no IT issues since using Rocketseed and values its reliability.
Accounting Clients Speak: The Impact of deploying Project Management solutions
Level Playing Field
- Consulting
Accelo helped Level Playing Field, a Canadian accessibility consulting firm, grow by 20X in one year. The team used... Accelo to manage client work, projects, and invoicing from one platform. They cut invoicing time in half and handled three times more projects without expanding their team. The mobile app and Xero integration made billing and project tracking easy. Accelo gave them visibility, collaboration, and efficiency for their consulting business.
Redbooth helped Malone Media Group organize project management and centralize documentation. The SEO team... needed a tool to manage onboarding tasks for many accounts. Redbooth allowed them to define processes, assign time-frames, and use templates. The team used Redbooth to store and format documents for projects. This improved how they managed and presented projects.
Cosmonauts & Kings had trouble tracking billable hours and used many separate tools. They could not... see if they met their billable utilization targets. After using Scoro, they could tag tasks as billable or non-billable. This helped them see where time was spent and improve project profitability. They reduced non-billable activities and now aim for 70% or higher billable utilization. Scoro also helped them control costs and improve margins.
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.
ActiveCollab helped Bright Bookkeeping organize their remote bookkeeping business. The team used... ActiveCollab to document processes, assign tasks, and track time. This made teamwork easier and reduced confusion. Everyone could see what needed to be done. The business saved time and improved communication. ActiveCollab let the owners focus on growing their business and enjoying more free time.
BigTime helped Aegis Project Controls improve staff productivity by 50%. The company used... BigTime for time tracking, project management, billing, invoicing, and reporting. Automated invoice workflows and Sage integration cut invoicing time in half and reduced days sales outstanding by six days. Aegis gained better project oversight and faster decision-making. The result was accelerated cash flow and improved business performance.
MeisterTask and MindMeister helped Chelsi Jo Moore organize her coaching business. She created a... workflow system called TOBOS using these tools. This system helped CEOs save up to $30,000 and reclaim time for their families. Chelsi used integrations with Google Calendar and Gmail to automate tasks. Her team now works more efficiently and stays focused on priorities.
Pacific Accounting & Business Services (PABS)
- Accounting
PABS wanted better client feedback to improve relationships. They struggled with... getting honest feedback due to close client ties and lacked a structured system. SurveySparrow provided a solution with easy-to-use surveys and expert guidance. This helped PABS gather meaningful data quickly, identify client dissatisfaction early, and improve client satisfaction.
Customer Thermometer helped Numeric Eight get better feedback from customers and employees. Numeric Eight used... Customer Thermometer to measure NPS and got a score of 65 on their first survey, then 69 a few weeks later. They saw a 30% response rate from customers. The tool was easy to use and worked well with HubSpot. Numeric Eight also used it to track employee NPS and keep staff connected during Covid lockdowns.
SutiHR helped Bland & Associates P. C. unify HR...management with a cloud-based HRMS. The company needed a better way to manage employee data and documents. SutiHR gave them a single online platform for all HR tasks. Employees and managers now have real-time access to data and reports. The HR department improved administrative efficiency by 25% each week. The solution also made hiring and performance tracking easier.
Pacific Accounting & Business Services (PABS)
- Accounting
PABS wanted better client feedback to improve relationships. They struggled with... getting honest feedback due to close client ties and lacked a structured system. SurveySparrow provided a solution with easy-to-use surveys and expert guidance. This helped PABS gather meaningful data quickly, identify client dissatisfaction early, and improve client satisfaction.
Pacific Accounting & Business Services (PABS)
- Accounting
PABS wanted better client feedback to improve relationships. They struggled with... getting honest feedback due to close client ties and lacked a structured system. SurveySparrow provided a solution with easy-to-use surveys and expert guidance. This helped PABS gather meaningful data quickly, identify client dissatisfaction early, and improve client satisfaction.
ClearlyRated helped Herbein, an accounting firm, improve client experience with a survey and analytics platform. Herbein moved from... manual surveys to ClearlyRated, gaining actionable feedback and a 93.4 NPS. The firm won a 5-Year Diamond Award for client satisfaction and achieved a 4.9-star rating. Survey insights led to a new HR advisory service, driving over 30% revenue growth in its first year. Herbein also used feedback to retain key clients and inform marketing and staffing decisions.
Nicereply helped FreshBooks measure customer satisfaction and improve support team performance. Before Nicereply, FreshBooks... had no consistent way to collect or analyze customer feedback. They chose Nicereply over building their own tool. With Nicereply, they gained insights from customer feedback and used it to coach and praise support agents. Integrating Nicereply with a modern ticketing system allowed automatic feedback collection for both email and phone support. FreshBooks now uses Nicereply to drive continuous improvement in customer service.
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.
signNow helped PennyBooks. io, a digital...accounting firm in the UK, move from a clunky, outdated e-signature tool to a modern, fully digital solution. PennyBooks needed secure, GDPR-compliant document signing, easy automation, custom branding, and a user-friendly interface. signNow delivered on all these needs, letting PennyBooks automate onboarding and accounts finalization with Zapier. The new system improved client experience and reinforced PennyBooks' brand. Brendon Dallas, the founder, recommends signNow for businesses wanting to streamline document signing.
Foxit API and PDF Editor SDK helped MyWork. us improve accounting...workflows. The company used Foxit tools to streamline document management. This made their processes faster and more efficient. MyWork.us moved closer to a paperless office. The solution supported better PDF accessibility. Foxit enabled MyWork.us to handle documents with ease.
Consid uses Oneflow to manage over 5,000 contracts each year. The company needed... a reliable and secure e-signature solution to support its rapid growth and international expansion. Oneflow improved efficiency by making the contract process fast and easy for all users. Consid now has better transparency and automatic document archiving. This helps them optimize business processes and improve the customer experience.
Accountancy Manacc is a family-run accounting firm. They faced challenges... with changing regulations, hiring new accountants, and moving to digital processes. They used Penneo to change from paper-based to digital document management. Penneo helped them save two to three hours per onboarding file and one hour per annual accounts file. This saved hundreds of hours and made work easier for both staff and clients.
RMail helps CPN Legal secure financial data and financial reports for law firms. CPN Legal uses... RMail to encrypt emails, send large files, and get proof of delivery. The Registered Receipt feature gives legal proof of delivery and content. The Side Note feature helps with sharing balance sheets and comments. CPN Legal trusts RMail to keep client data safe and improve workflow.
Workleap Officevibe helps Le Chiffre connect its distributed team of 65 employees. The firm uses... Officevibe to track engagement and gather feedback. Le Chiffre outperforms its industry with an engagement score of 8.5 and an eNPS of 79. Leadership shares engagement and financial results every quarter. Regular surveys and transparent communication build a strong, unified culture.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Illumeo Employee Assessment helped Silicon Valley Finance Group understand staff skills and growth needs. SVFG needed a... platform with deep, expert-level courses and quick deployment. Illumeo provided a large course library and an assessment tool to map employee skills and create learning plans. Staff found the tool easy to use and helpful for development. The solution was fast, simple, and cost effective.
Learn365 helped BDO Denmark modernize its learning and development. The company needed... on-demand, digital training that worked with Microsoft 365. Learn365 was set up in four hours and launched to 1,350 employees. In the first year, BDO Denmark offered 200 courses, 17 training plans, and saw 22,000 enrollments. The platform reduced manual work, enabled experts to create courses, and cut travel, saving up to 36,000 tons of carbon emissions per year.
Absorb LMS helped Baker Tilly create a global learning hub for 43,000 professionals in 145 territories. Over 10,000 users... now access more than 2,400 learning resources, including eLearning modules and live webinars. The platform supports both global and local compliance needs with subdomains. Baker Tilly used Absorb LMS for live training, drop-in sessions, and shared learning journeys. This solution improved collaboration and supported their learning and development goals.
Gametize helped an auditing firm run the Health-Made-Fun Challenge during their busy season. Staff joined a... 3-month wellness program using the Gametize platform. The program included healthy breakfasts, massages, and gamified challenges. 135 users signed up, with 989 completions and 2,478 votes. The mobile app made it easy for staff to join and complete healthy activities. The challenge encouraged staff to adopt healthy habits and have fun.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Boomerang's Bookable Schedule helped HELM Construction Solutions, a remote consulting firm, solve complex scheduling problems. The team needed... to coordinate meetings across multiple calendars and time zones. Boomerang let them check for conflicts on several calendars and choose where to book events. This reduced back-and-forth emails and made scheduling easier for both clients and staff. The tool improved client satisfaction and created a transparent, streamlined scheduling culture.
Financial Accounting Foundation (FAF)
- Accounting
The Financial Accounting Foundation improved its websites with RWS. The changes made... the sites 1.5 times faster. Navigation and search functions were better. Page views and engagement time increased. Content management and archiving became more efficient.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
1-800Accountant had problems with duplicate records in their Salesforce database. This caused sales... reps to call customers many times, which annoyed clients and hurt the company’s reputation. Brooke Van Remoortere, the Sales Operations Manager, needed to clean up old data and keep new data clean. They used Cloudingo to find and fix duplicate records and set up a plan for ongoing data maintenance. This helped improve customer experience and made their sales process smoother.
SmartVault helped The DC Firm move to a digital office. The firm had... problems with their old client portal, including manual workflows and security flaws. SmartVault provided a reliable document management and client portal platform. The DC Firm now works more efficiently and securely. They improved client services and cut costs by using SmartVault.
Linford & Company is a certified public accounting firm in Denver. They needed strong... privacy for their clients' sensitive documents. Tresorit's end-to-end encryption helped them keep data safe. The platform also lets their global team work together securely. Linford & Company finds Tresorit easy to use and shares its security resources with clients.
GlobalSearch and GlobalCapture helped Books N Billing, a bookkeeping business in Melbourne, Florida, upgrade their document management. Their old system... was not compatible with new software. With GlobalSearch, staff can scan and store documents quickly and access them from anywhere. The solution is user friendly and lets them add index fields easily. They can scan up to 600 documents in the office and index them later at home. This made remote work during Covid shutdowns much easier.
Accounting Clients Speak: The Impact of deploying Sales Enablement solutions
Talenom
- Accounting
Showell helped Talenom organize all sales materials in one place. Before, salespeople struggled... to find content and used PowerPoint for presentations. With Showell, sales tasks became automated and faster. CRM integration saved time and boosted efficiency. Sales reps now focus on strategic work, making the team more productive.
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.
Aider’s AI-powered advisory software helped Hipp Accounting grow from a family-run firm to an award-winning practice. The firm faced... a turning point after COVID, deciding to scale and focus on advisory services. Using Aider, they served more clients and improved efficiency by quickly spotting discrepancies. Matthias Hipp says Aider saves time and lets them help clients achieve better results. The firm values continuous improvement and using the right tools to support growth.
Kaon helped Thermo Fisher Scientific create a virtual biobank using the Kaon platform. The solution let... customers explore biobanking workflows, products, and industry facts online and on mobile devices. At events, the virtual biobank replaced large equipment and increased customer engagement. The application was highly praised at small biobanking events like ISBER in Berlin.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Firmex virtual data rooms helped Newport Tax Management LLP (NTM) control and secure document sharing for litigation. NTM needed a... safe way to store and share sensitive client files with both internal teams and third parties. Firmex let NTM create unlimited data rooms, manage user permissions, and keep documents confidential. The solution made it easy for lawyers to find documents and build cases faster. NTM used the VDRs as client portals, saving money and increasing client sign-ups for litigation. Staff praised Firmex for strong support and helpful features like watermarks and download controls.
Sisense helped LiveHire, a global total talent platform, deliver real-time analytics and insights to its clients. LiveHire needed a... fast, flexible, and scalable embedded analytics solution to handle over six million candidate profiles and large data volumes. After evaluating 30 BI tools, LiveHire chose Sisense for its white-label capabilities and strong support. The platform went live within four months, enabling LiveHire to present client data seamlessly and support rapid growth. Sisense allows LiveHire to scale analytics as its client base and data needs expand.
SutiHR helped Bland & Associates P. C. unify HR...management with a cloud-based HRMS. The company needed a better way to manage employee data and documents. SutiHR gave them a single online platform for all HR tasks. Employees and managers now have real-time access to data and reports. The HR department improved administrative efficiency by 25% each week. The solution also made hiring and performance tracking easier.
RIB Candy helped PWC (PricewaterhouseCoopers) with a major office fit out. Al Tayer Stocks... completed 7 floors of office and executive space for PWC. The project covered 175,000 square feet in Emaar Square. RIB Candy supported project control and estimating. The solution enabled better planning and management for the construction team. PWC benefited from improved collaboration and efficiency.
Sigma helped RightRev transform their revenue recognition analytics. Before Sigma, users... left the platform for spreadsheets due to poor embedded analytics. Sigma integrated easily, offered Excel-like features, and improved security. Users now create reports inside the platform, boosting engagement. Report migration and deployment became much faster, going from a year to just two weeks. Sigma's features improved workflow and data security for RightRev's finance teams.
Sisense helped LiveHire, a global total talent platform, deliver real-time analytics and insights to its clients. LiveHire needed a... fast, flexible, and scalable embedded analytics solution to handle over six million candidate profiles and large data volumes. After evaluating 30 BI tools, LiveHire chose Sisense for its white-label capabilities and strong support. The platform went live within four months, enabling LiveHire to present client data seamlessly and support rapid growth. Sisense allows LiveHire to scale analytics as its client base and data needs expand.
RingCentral helped MHA, a top UK accounting firm, modernize its communications. MHA needed a... flexible system so staff could serve clients in person and stay reachable by phone anywhere. Their old phone setup made remote work and internal calls hard. With RingCentral’s cloud solution, staff can call, message, and video conference from any device. This improved client service, boosted productivity, and cut IT and travel costs. Partners now spend more time on billable work instead of traveling.
GoTo Webinar helped Sage support customers with a live Q&A platform. Sage used GoTo... Webinar to handle a surge in support demand after launching Making Tax Digital. The platform let Sage run five all-day webinars daily for different software packages. Sage saw higher customer satisfaction, easier delivery for technicians, and better privacy for attendees. Sage moved physical events online without losing service quality.
RingCentral helped MHA, a top UK accounting firm, modernize its communications. MHA needed a... flexible system so staff could serve clients in person and stay reachable by phone anywhere. Their old phone setup made remote work and internal calls hard. With RingCentral’s cloud solution, staff can call, message, and video conference from any device. This improved client service, boosted productivity, and cut IT and travel costs. Partners now spend more time on billable work instead of traveling.
GoTo Webinar helped Sage support customers with a live Q&A platform. Sage used GoTo... Webinar to handle a surge in support demand after launching Making Tax Digital. The platform let Sage run five all-day webinars daily for different software packages. Sage saw higher customer satisfaction, easier delivery for technicians, and better privacy for attendees. Sage moved physical events online without losing service quality.
Moxo helped Falconi Consulting move their consulting services online during the COVID-19 pandemic. Falconi used Moxo’s... collaborative workflow software to launch the Falconi Together app, giving clients a digital hub for communication and project management. 85% of companies in Falconi Together said Moxo improved communication and value. The platform let Falconi keep high service standards and expand digital consulting to more businesses. Falconi also used Moxo’s platform for medium and large clients, helping them manage projects and achieve strong results.
Accounting Success stories in Driving ROI and Results using Talent Management solutions
Baker Tilly
- Accounting
Appical helped Baker Tilly create a preboarding and onboarding app. The app gives... new employees a structured way to meet each other. It helps them have a smooth start at Baker Tilly. Each new hire gets a personalized onboarding experience. Baker Tilly reports positive feedback from using Appical's solution.
Leapsome helped Modus Create build a feedback culture and improve people management. The company struggled... with scattered meeting notes, lack of feedback tools, and no central data for reporting. Leapsome provided features like 1:1 meetings, surveys, reviews, and Slack integration. Leaders quickly adopted the platform, making it easy to track feedback and meeting notes. The rollout was smooth, and managers became more engaged and empowered.
BlackLine, a leading provider of cloud-based accounting and financial software, used LinkedIn Marketing Solutions to drive webinar registrations and expand its global digital marketing footprint, especially in APAC. By leveraging LinkedIn's... ad targeting and Sponsored InMail, BlackLine successfully reached accounting and finance decision-makers, resulting in over 500 webinar registrations with more than 60% attributed to LinkedIn. The quality of leads from LinkedIn was higher than other platforms, prompting BlackLine to further invest in content marketing and optimize their messaging strategy on LinkedIn.
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.
Demandbase helped Moss Adams, now Baker Tilly, fix CRM adoption issues. The firm replaced... manual spreadsheets with a cloud CRM enriched by Demandbase. This brought cleaner, trusted data and better sales and marketing campaigns. Teams across sales, marketing, and client service now use the CRM daily. Demandbase’s data integrity and enrichment features improved data quality and governance. Leaders use dashboards built on this data every day.
Strategy Mapper helped YourEncore fix problems in their sales process. The tool made... account planning easy and clear. Teams now use consistent plans and can see all activities in Salesforce. The Org Map feature gives a full view of customer organizations. YourEncore saw better Salesforce use, more customer engagement, and higher revenue. Account teams spend less time on plans and more time with customers.
Global Accountancy Firm (one of the big four)
- Accounting
BoardEx helped a global accountancy firm improve deal flow insight. The firm's PE... value and portfolio creation team used BoardEx to find warm connections and gather key organizational insights. The platform provided accurate and reliable data on C-suite and board members, as well as alerts on role changes and M&A activity. The team found BoardEx easy to use and valuable for leveraging relationships. BoardEx became their first choice for understanding investments and expanding post-deal services.
BlackLine, a leading provider of cloud-based accounting and financial software, used LinkedIn Marketing Solutions to drive webinar registrations and expand its global digital marketing footprint, especially in APAC. By leveraging LinkedIn's... ad targeting and Sponsored InMail, BlackLine successfully reached accounting and finance decision-makers, resulting in over 500 webinar registrations with more than 60% attributed to LinkedIn. The quality of leads from LinkedIn was higher than other platforms, prompting BlackLine to further invest in content marketing and optimize their messaging strategy on LinkedIn.
RingCentral helped MHA, a top UK accounting firm, modernize its communications. MHA needed a... flexible system so staff could serve clients in person and stay reachable by phone anywhere. Their old phone setup made remote work and internal calls hard. With RingCentral’s cloud solution, staff can call, message, and video conference from any device. This improved client service, boosted productivity, and cut IT and travel costs. Partners now spend more time on billable work instead of traveling.
Flowfinity helped Peacekeeper Enterprises speed up mobile app development for business process management. Before, projects took... 3 months and needed many developers. With Flowfinity's low-code platform, projects now finish in 1 month. All app changes are done in 1 day instead of weeks. Peacekeeper doubled its output and increased profit margins. The team now spends more time finding new business opportunities and building long-term customer relationships.
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 governance and integration features. The solution enabled faster application development and a scalable foundation for future growth. Forvis Mazars now has a center of excellence and a growing library of reusable applications.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Vertical IQ helped EisnerAmper improve its marketing and business development. EisnerAmper needed a... better way to get industry insights for its growing team. Before, staff spent too much time searching for information. Vertical IQ gave them fast, reliable, and easy-to-use industry intelligence. This made it easier for teams to prepare for meetings and support clients. EisnerAmper now uses data to stand out from competitors.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
SPRIM PRO used the HypeAuditor Reports API to build a large database of health professionals in Brazil. They needed accurate... data on nutritionists for better communication strategies. HypeAuditor's API gave them real-time, reliable insights on social media performance and audience profiles. SPRIM PRO created the SM Nutris hub, helping automate processes and improve data reliability. This gave them a strong advantage in the health market.
Lately helped Supporting Strategies manage social media for over 90 locations. Erica Mitchell, Director... of Marketing, used Lately to control 179 social channels. The platform made it easy to create and enforce compliant messaging. Lately boosted productivity and simplified workflows. Supporting Strategies used Lately’s parent dashboard to generate content for all locations.
FloQast used Influitive to improve its customer advocacy program. The old community... platform did not engage users or support two-way conversations. Influitive offered gamification features like points, rewards, and leaderboards to boost participation. The integration with Salesforce helped connect community actions to business activities. FloQast launched the new FloVerse community, increasing customer engagement and advocacy.
Clearview Social helped BeachFleischman CPAs boost their social media reach. The firm needed... more partners and staff to share content online. After using Clearview Social, website traffic from LinkedIn grew by 1,342%. Online leads increased by 124 in one year. This brought in $200,000 in new business. The tool made social sharing easy for their team.
Sociuu helped Beierholm, a leading Danish accounting firm, boost their social media visibility through employee advocacy. Employees used Sociuu... to share important news and updates, leading to a 70% engagement rate. Beierholm achieved a 5.4 times return on investment and earned €49,800 in media value in 2022. The program made it easy for employees to share relevant news and reach more stakeholders. This resulted in broader reach at a lower cost compared to paid media.
Measuring Security Success in Accounting Deployments
Mauldin and Jenkins (MJCPA)
- Accounting
BetterCloud helped Mauldin and Jenkins (MJCPA) automate onboarding and offboarding for their 550+ person team. The IT team... faced challenges managing a dispersed workforce and multiple applications. BetterCloud provided automated workflows, saving 146 hours in six months. The platform improved user account management, security, and compliance. Instant deprovisioning made offboarding fast and secure. MJCPA now operates more efficiently and can focus on strategic work.
OneTrust helped Grant Thornton LLP build a privacy program for a transportation services client. Grant Thornton started... with a clean slate to create a full privacy program. They improved data inventory, made a new privacy policy, and set up rights and consent management. OneTrust provided its privacy automation platform. Grant Thornton used its experience to deliver a strong privacy solution for the client.
Stripe helped Xero speed up payments for its customers. Xero is cloud-based... accounting software for small businesses. Xero wanted to help its users get paid faster and make recurring payments easier. Xero partnered with Stripe to let users accept credit and other payments. Xero customers now get paid 14 days faster. Over two million small businesses use Xero.
Accounting examples of Driving Business Value with Lead Generation
Indeed
- Recruiting
LeadGenius helped Indeed improve sales effectiveness by providing high-quality, ICP-qualified account and contact data. The solution added... insights like company growth and funding information to enrich target account profiles. LeadGenius integrated with Salesforce to automate data enrichment and reduce manual work. A strong data hygiene process kept CRM data accurate and up to date. This made it easier for Indeed to target and engage the right prospects.
CIENCE helped LeanLaw reach mid-sized law firms with targeted email and LinkedIn outreach. LeanLaw needed to... connect with managing partners and accountants for their financial software. CIENCE ran two projects: one for direct outreach and one for research-based list building. LeanLaw saw improved results compared to previous vendors. The solution included sales research and multi-channel lead generation.
bant. io helped SQK...improve their lead generation for small hospitality businesses in the UK. SQK used bant.io to reach 702 prospective clients with 3 email sequences and 2 A/B tests. The campaign achieved a 59% open rate and a 28% response rate. SQK converted 39% of responses into opportunities and gained 45 hot leads. The CEO praised bant.io for delivering better results than other lead services.
Top Stories in Accounting about adoption of Event Management software
MHA
- Accounting
RingCentral helped MHA, a top UK accounting firm, modernize its communications. MHA needed a... flexible system so staff could serve clients in person and stay reachable by phone anywhere. Their old phone setup made remote work and internal calls hard. With RingCentral’s cloud solution, staff can call, message, and video conference from any device. This improved client service, boosted productivity, and cut IT and travel costs. Partners now spend more time on billable work instead of traveling.
During the 2013 NBA Accountant’s Day, a reputation study was conducted with 1,300 accountants. Cees van Riel,... a professor at Erasmus University, presented the study and engaged the audience by asking them questions about their self-image. The questions were answered via mobile devices, leading to high participation. The session fostered a sense of belonging and sparked discussions, making the study engaging and lively.
EasySignup helped Beierholm, a large consultancy and accountancy firm, improve their event signup process. Before, they managed... signups manually, which took time and led to mistakes. With EasySignup, the process became simple and user-friendly for both staff and guests. The system reduced errors and saved time and manpower. Beierholm praised EasySignup's strong support and easy-to-use technology.
Rebecca Johnson (accountant with eCommerce clients)
- Accounting
Expandly helps Rebecca Johnson, an accountant with eCommerce clients, manage sales and inventory across multiple channels. Before Expandly, tracking... sales and tax details was hard and took a lot of time. With Expandly’s direct Xero integration, sales data flows automatically and tax records are accurate. Rebecca can now serve more clients and her client can see all inventory in one place. Both enjoy smoother, stress-free operations.
Rightworks Cloud Premier helped Archer Lewis build a strong base for scalable acquisitions. The firm used... the platform to consolidate apps, improve data security, and streamline IT support. This all-in-one solution made it easier for Archer Lewis to manage growth. The platform supports secure remote access and simplifies accounting workflows. Archer Lewis now works smarter and is ready for future expansion.
Webgility helps Danwidth automate ecommerce accounting and inventory management. Danwidth's clients struggled... with too many apps and poor data insights. Webgility connects QuickBooks with online sales channels for a single source of truth. Clients save an average of 38 hours per month by syncing ecommerce data. Danwidth reports 100% 5-star client satisfaction after using Webgility.
Accounting Success stories in Driving ROI and Results using Meeting Management solutions
YourEncore
- Consulting
Strategy Mapper helped YourEncore fix problems in their sales process. The tool made... account planning easy and clear. Teams now use consistent plans and can see all activities in Salesforce. The Org Map feature gives a full view of customer organizations. YourEncore saw better Salesforce use, more customer engagement, and higher revenue. Account teams spend less time on plans and more time with customers.
vcita helped Perkins Tax & Accounting Solutions manage all business tasks in one app. Ashley Perkins struggled... with too many tools and poor client experiences. vcita's client portal, secure document sharing, and payment features made work easier. Ashley now spends more time with clients and less on admin. Her business grew by 50% after switching to vcita. She reduced costs by canceling other tools and using just vcita.
Actum Digital had too many employees and not enough desks after returning to the office. They needed a... simple way to reserve desks, parking spaces, and manage visitors. They chose Skedda for its easy-to-use interface and quick setup. Skedda helped them monitor space use and manage both shared and permanent desks. The Visitor Management feature made it easier to track guests and improved the reception team's workflow.
Accounting Success stories in Driving ROI and Results using SMS Marketing solutions
J&J Financial Management Inc.
- Accounting
MessageDesk helped J&J Financial Management Inc. save time and... improve client communication. The firm used MessageDesk for two-way text messaging, a shared team SMS inbox, and QuickBooks Online integration. This reduced daily phone call time and sped up client responses during tax season. Jamie Vinson, the owner, reports saving several hours each day. Clients now respond faster, and relationships are stronger.
FireText helped CKW Chartered Certified Accountants save time on client communications. Before FireText, the... team spent two to three hours each month chasing clients for VAT return information by email and phone. Using FireText SMS, they now spend about two minutes a month on the same task. Clients respond faster and appreciate the reminders. The platform's delivery reports show message success, and staff no longer use personal phones for work messages.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
RelativityOne helped Mazars cut costs and save over 300 hours. Mazars used Collect... in RelativityOne to gather client data remotely for an international investigation. They avoided travel and shipping costs by not needing to move physical storage devices. The team translated 1,500 documents and financial records from Arabic to English in minutes. RelativityOne also helped decode unknown aliases and identify files from other involved individuals.
LinkSquares helps Astound Digital's legal and finance teams work together better. The platform offers... features like the Word Add-In and Clause Library. These tools break down silos and make collaboration easy. Automated tasks simplify workflows so teams can focus on important work. LinkSquares gives high-level visibility into deals, helping teams stay organized and efficient.
a top national audit, tax and professional service firm
- Accounting
Outlaw helps a top national audit, tax and professional service firm manage high volume contracts. The tax team... handles over 90,000 contract renewals each year. Outlaw speeds up workflows for 1,500 internal signers and 5,000 users. Batch generation and easy editing features save time. The team can track, edit, and send contracts faster, improving productivity and efficiency.
Accounting Success stories in Driving ROI and Results using Website Builder solutions
Invoice2go (Bill.com)
- Accounting
Apideck’s unified Accounting API helped Invoice2go quickly launch new integrations, starting with MYOB. The company used... Apideck’s documentation and Vault authentication to speed up development. After seeing strong performance, Invoice2go replaced its native integrations with Apideck’s solution. The team praised Apideck’s security, flexibility, and responsive support. Apideck’s SOC 2 Type 2 compliance and no-data storage approach met Invoice2go’s security needs.
Google Workspace helped Ascentis Accountants move away from an old, costly document system. Refractiv set up... Gmail, Google Calendar, and Google Drive for them. They migrated all documents and linked their Iris practice management system to Google Drive. Staff can now find files faster and work from anywhere. Communication and teamwork improved, making work more efficient and clients happier.
one. com helped Bokföringskompaniet,...a Swedish accounting firm, build a strong digital presence. The company chose one.com for its security and uptime, which are important for handling sensitive client data. Bokföringskompaniet used WordPress with one.com’s Managed WordPress add-on to make website management easy. Automatic updates and VIP support saved time and reduced technical worries. The CEO praised one.com’s fast and helpful customer support.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Workleap Officevibe helps Le Chiffre connect its distributed team of 65 employees. The firm uses... Officevibe to track engagement and gather feedback. Le Chiffre outperforms its industry with an engagement score of 8.5 and an eNPS of 79. Leadership shares engagement and financial results every quarter. Regular surveys and transparent communication build a strong, unified culture.
Cooleaf helped Aprio, a leading accounting firm, boost employee engagement during rapid growth and a shift to remote and hybrid work. Aprio used Cooleaf... to keep employees connected and engaged, not just to recognize achievements. The platform supported Aprio’s culture as the company grew from 300 to about 2,100 employees. Aprio earned Top 5 Workplace honors in Metro Atlanta and ranked 26th on Accounting Today’s Top 100 Firms list. Leaders at Aprio say Cooleaf brings people together and strengthens their team.
Klara Papper wanted to better understand how their employees felt about their work and the company. They used Winningtemp... to get clear feedback from staff and to check if management's views matched reality. The tool made it easier to handle HR tasks and helped managers improve their leadership. Employee response rates were almost 100 percent, and staff felt their feedback led to real changes. The company now knows how employees feel week by week and can act quickly on their feedback.
Accounting Success stories in Driving ROI and Results using Live Chat solutions
1-800Accountant
- Accounting
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
AnswerConnect helped AccountingDepartment. com solve the...problem of missing after hours calls. AccountingDepartment.com needed to be available 24/7 to capture all sales opportunities. They chose AnswerConnect for its virtual receptionist services and competitive rates. Now, AccountingDepartment.com never misses a call and can help more small and medium businesses with outsourced accounting services.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
ServiceM8 helped Imprest Business Services streamline job management and invoicing. The app made... it easy for staff to access client information and send invoices from anywhere. Before ServiceM8, jobs and client details were hard to track. Now, the team communicates better and tracks work orders easily. ServiceM8 improved admin processes and helped them get more jobs.
Openprise helped Armanino fix messy data and build a strong data foundation. The team used... Openprise to clean, dedupe, and enrich data, cutting enrichment costs and removing data silos. They automated lead-to-account matching and integrated Microsoft Dynamics, Eloqua, and billing systems. New segmentations now take minutes instead of weeks. The marketing team can focus on strategy, not manual work.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
CallHippo helps RPOS with global bookkeeping. RPOS uses CallHippo... for better financial management. The solution supports seamless business communication. RPOS benefits from streamlined processes. The case shows how CallHippo supports accounting firms with global needs.
CloudTalk helped Rosberg improve productivity for their customer support agents. Rosberg uses CloudTalk... to support their SaaS solution Verji, which provides encrypted communication. With CloudTalk, Rosberg made over 2,220 inbound and outbound calls. Their agents spent more than 5,000 minutes on the phone with clients. Key features used include agent reporting, call tagging, click-to-call, and analytics.
TaxDome helped Accurant LLC, a 40-person accounting firm, improve efficiency and scalability. The firm faced... challenges with scattered communication, manual processes, and a complex tech stack. TaxDome unified communication, automated workflows, and consolidated software tools. The firm saved up to 1,600 hours per month and nearly $750,000 per year. Team collaboration and client experience improved with all data in one place.
Demandbase helped Moss Adams, now Baker Tilly, fix CRM adoption issues. The firm replaced... manual spreadsheets with a cloud CRM enriched by Demandbase. This brought cleaner, trusted data and better sales and marketing campaigns. Teams across sales, marketing, and client service now use the CRM daily. Demandbase’s data integrity and enrichment features improved data quality and governance. Leaders use dashboards built on this data every day.
DocFlite helped Allen Accountancy fix a slow quoting process. Before, only the... owner could give quotes, causing delays and lost revenue. With DocFlite, more staff can create quotes and the CEO approves them quickly. The team tracks quote status easily in the pipeline. They now use DocFlite for client onboarding, sending forms automatically after quote acceptance. The software made their business more efficient and improved customer service.
Better Proposals helped Bean Ninjas save time on proposal creation, payment processing, and follow-up. Bean Ninjas used... Better Proposals to send detailed proposals after discovery calls. This streamlined their sales process and reduced administrative work. The company now closes deals faster and can focus on growing their business. Bean Ninjas serves clients worldwide with a small, distributed team.
Top Stories in Accounting about adoption of Email Security software
Escalon
- Accounting
IceWarp helped Escalon, a US-based essential business service provider, cut email costs and improve client support. Escalon needed a... budget-friendly email solution with full data migration. IceWarp delivered seamless migration, strong support, and a unified dashboard for 1,400 users. Escalon saw immediate savings in the first year and zero outages. All company data is now secure in the cloud and accessible anytime.
Martino Business Consulting needed a secure way to handle sensitive client information. They used DropSecure... to provide clients with a safe link to upload documents. The owner was impressed by the fast customer service, getting help within minutes even late at night. The switch from Dropbox Business was due to security concerns and client difficulties. Clients are now very happy with the new service.
Accounting Clients Speak: The Impact of deploying Payment Gateways solutions
Xero
- Accounting
Stripe helped Xero speed up payments for its customers. Xero is cloud-based... accounting software for small businesses. Xero wanted to help its users get paid faster and make recurring payments easier. Xero partnered with Stripe to let users accept credit and other payments. Xero customers now get paid 14 days faster. Over two million small businesses use Xero.
Stripe helped Xero speed up payments for its customers. Xero is cloud-based... accounting software for small businesses. Xero wanted to help its users get paid faster and make recurring payments easier. Xero partnered with Stripe to let users accept credit and other payments. Xero customers now get paid 14 days faster. Over two million small businesses use Xero.
NextPath Career Partners wanted to motivate their sales team. They used Spinify... to bring offline activities online and make work more fun. The team enjoyed seeing their names on leaderboards and liked the weekly contests. Management found it easy to use and liked how it recognized top performers. The team hit 1200 over quota using Spinify. The CEO recommends Spinify for its support, price, and customization.
Plecto helped emploio GmbH automate KPI tracking and data visualization. Before Plecto, the... team entered data by hand and could not see real-time results. With Plecto, employees now see their progress and managers can support teams remotely. The company increased meeting scheduling and appointment rates by 300%. Employees now hit activity targets 99% of the time. Gamification features also improved motivation and performance.
Top Stories in Accounting about adoption of SEO software
MYOB
- Accounting
BrightEdge helped MYOB boost trial sign ups by 162%. MYOB used BrightEdge... for keyword research, reporting, and SEO optimization. The team wanted to increase leads and sales from organic search. In three months, they gained over 2,000 new leads. BrightEdge replaced their old rank tracking tool and improved dashboarding and keyword tracking.
Conductor Website Monitoring helped FreshBooks, an accounting software company, protect $1M in traffic value. FreshBooks faced challenges... managing thousands of web pages with a small SEO team. The platform's real-time alerts and change tracking let them quickly spot and fix issues like accidental no-indexing and missing content. This proactive monitoring prevented major SEO losses. FreshBooks also improved internal workflows and communication using Conductor Website Monitoring.
Front helped Countsy manage high-touch client communications for hundreds of startups. Countsy switched from... Outlook to Front, giving over 100 consultants access to 600+ shared inboxes. The team gained full visibility into client conversations and used tagging and assignment features for accountability. Front streamlined workflows, letting Countsy handle more clients and grow quickly. Employees found it easier to manage messages and deliver fast, responsive service.
Superchat helps MEDWING, Germany’s largest healthcare job platform, reach 660,000 professionals. MEDWING switched from... email to WhatsApp campaigns using Superchat. This change led to a four times higher conversion rate than email. Career advisors now connect faster and more directly with candidates. Automated onboarding and targeted campaigns boost response rates. Superchat’s integration with Braze streamlines workflows and increases efficiency.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Stripe helped Xero speed up payments for its customers. Xero is cloud-based... accounting software for small businesses. Xero wanted to help its users get paid faster and make recurring payments easier. Xero partnered with Stripe to let users accept credit and other payments. Xero customers now get paid 14 days faster. Over two million small businesses use Xero.
Accounting Success stories in Driving ROI and Results using Field Sales solutions
1-800Accountant
- Accounting
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Maptitude helped Coverpoint replace Microsoft MapPoint after its discontinuation. Coverpoint needed updated... mapping tools and better business data analysis. Maptitude offered frequent updates, flexible mapping features, and strong support. Coverpoint now uses Maptitude for all mapping services. The software lets them easily change map layers and use new data for business decisions. Coverpoint achieved all their goals and more with Maptitude.
Fortnox had trouble with their old knowledge base. Their agents could... not search for information easily. This made them less productive. They started using Tettra for knowledge management. Tettra made it easy to find and edit information. Agents became more efficient and happy. Fortnox now has all their important information in one place.
harmon. ie helps Add...iT Accountants organize emails and documents in Microsoft 365. Add iT needed fast, accurate file management to serve clients and meet strict regulations. They use SharePoint IDs and harmon.ie to drag and drop emails and files from Outlook into SharePoint. This makes it easy to find documents quickly and keeps everything organized. Staff can respond to client requests in seconds and never lose important files.
Brandpoint helped Gravity Software, a small accounting software company, boost brand awareness with sponsored content and guaranteed media placements. Gravity's CEO's thought... leadership article appeared on top sites like the Houston Chronicle. Brandpoint also performed a 30-page content audit and optimized Gravity's blog content. As a result, Gravity saw a 49% increase in organic search traffic quarter-over-quarter. Most new leads now come through their website.
Joomag helped Ernst & Young create an interactive online career hub for the EMEIA FSO. EY needed a... user-friendly resource to connect employees with career opportunities and streamline information. Joomag's platform enabled custom content, advanced user management, and real-time updates. The solution included analytics to track engagement and feedback. EY improved employee access to career resources and enhanced internal communication.
Accounting examples of Driving Business Value with Calendar
Thornton & Lowe
- Consulting
Clockify helped Thornton & Lowe, a UK-based tender writing and bid management company, manage rapid business growth. The team needed... better time tracking and real-time project insights. Clockify's reports, timesheets, and calendar view improved efficiency and accountability. The tool empowered staff to self-monitor and helped leadership avoid burnout. Thornton & Lowe saw improved professionalism and data use, supporting their 75% success rate and over 90% client retention.
Chili Piper helped Withum, a tech-driven advisory and accounting firm, fix problems with their old meeting booking process. Withum switched from... Calendly to Chili Piper to get better integration with Marketo, automate lead qualification, and make booking meetings easier. After using Chili Piper, Withum saw more meetings booked and held, and the quality of their leads improved. The team saved time and got better support from Chili Piper. Withum now books more qualified meetings and closes more opportunities from their website.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Nomadesk helped FACT-IS, a modern accounting firm, solve problems with scattered data and time-consuming document management. FACT-IS used Nomadesk... to store all client files in a secure digital vault, making data easy to find and share. The platform enabled real-time collaboration and allowed remote access for their growing team. FACT-IS improved efficiency by at least 50%. Clients are happier, and the team spends less time on admin and more on advising clients.
Crunchbase Pro helped California Technology Council find new opportunities for its members. The council used... Crunchbase Pro to track industry trends, investors, and company growth. This saved the team a lot of time and gave them better data in one place. They booked 400% more meetings. The council used these insights to create better services and share valuable information with members.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Top Stories in Accounting about adoption of Data Security software
Walter & Shuffain, P.C.
- Accounting
Mimecast helped Walter & Shuffain, P. C. cut down...on spam and email security risks. The firm had issues with real emails getting stuck in spam filters and spam reaching users. Mimecast provided email security, internal email protection, security awareness training, web security, and cloud archiving. Staff can now search archived emails easily and communicate safely. Employees also take part in security training. The solution supports secure work in the office and remotely.
iManage Work 10 helped RSM Australia save nearly $1. 5M by standardizing...processes across 32 offices. The accounting firm faced challenges with multiple systems and remote locations. iManage Work 10 unified their platform, improved collaboration, and increased productivity. The solution supported remote work and enabled revenue growth. RSM saved $500K initially and added $1.41M in further savings.
Accounting Success stories in Driving ROI and Results using Personalization solutions
1-800Accountant
- Accounting
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Accounting Clients Speak: The Impact of deploying CPQ solutions
1-800Accountant
- Accounting
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Mimecast helped Walter & Shuffain, P. C. cut down...on spam and email security risks. The firm had issues with real emails getting stuck in spam filters and spam reaching users. Mimecast provided email security, internal email protection, security awareness training, web security, and cloud archiving. Staff can now search archived emails easily and communicate safely. Employees also take part in security training. The solution supports secure work in the office and remotely.
Accounting Success stories in Driving ROI and Results using Community Management solutions
1-800Accountant
- Accounting
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Accounting Clients Speak: The Impact of deploying Auto Dialer solutions
MHA
- Accounting
RingCentral helped MHA, a top UK accounting firm, modernize its communications. MHA needed a... flexible system so staff could serve clients in person and stay reachable by phone anywhere. Their old phone setup made remote work and internal calls hard. With RingCentral’s cloud solution, staff can call, message, and video conference from any device. This improved client service, boosted productivity, and cut IT and travel costs. Partners now spend more time on billable work instead of traveling.
Seidat automates proposal creation for Kuopion Ykköstilit. Prospects fill out... a form, and data moves from HubSpot to Seidat via Zapier. Seidat copies the offer template and fills it with the form data. The Seidat link is added back to HubSpot. This process saves 15-30 minutes per proposal and reduces mistakes. Offers look better and help Kuopion Ykköstilit stand out.
Measuring Social CRM Success in Accounting Deployments
1-800Accountant
- Accounting
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Klipfolio Klips helped Summit CPA Group, a virtual CFO firm, move from static Excel and PDF reports to real-time, interactive dashboards. The team saved... time and improved client reporting by connecting multiple data sources into unified, always-updated dashboards. Klipfolio's user-friendly platform enabled fast adoption and easy scaling as the firm grew. Customizable user permissions let Summit CPA share tailored financial insights securely with clients. Clients now get clear, actionable financial data to make better decisions.
Formplus helped Perpetual CPA collect client data securely online. The accounting firm... needed a safe way to gather information from clients over the internet. Formplus made it easy to create and fill out forms. The support team responded quickly to requests. Perpetual CPA used fillable tables to manage client details. Security was a key reason they chose Formplus.
Foxit API and PDF Editor SDK helped MyWork. us improve accounting...workflows. The company used Foxit tools to streamline document management. This made their processes faster and more efficient. MyWork.us moved closer to a paperless office. The solution supported better PDF accessibility. Foxit enabled MyWork.us to handle documents with ease.
Accounting Clients Speak: The Impact of deploying POS solutions
Xero
- Accounting
Stripe helped Xero speed up payments for its customers. Xero is cloud-based... accounting software for small businesses. Xero wanted to help its users get paid faster and make recurring payments easier. Xero partnered with Stripe to let users accept credit and other payments. Xero customers now get paid 14 days faster. Over two million small businesses use Xero.
MeetRecord helped Bookmate cut new hire ramp-up time by 2x. Bookmate used MeetRecord’s... snippet-sharing and AI-powered onboarding tools. New hires became productive twice as fast. Knowledge sharing was 3x faster. Team efficiency increased by 50%. Bookmate improved onboarding and team performance with MeetRecord.
SwipedOn visitor management system helped The TaxAssist Group, an accountancy firm in Norwich, UK, move from a paper visitor book to a digital solution. The old process... was slow and hard to read. SwipedOn made visitor sign-in fast and easy, sent instant email alerts, and reduced paper use. The system improved event sign-in, made evacuation checks simple, and helped track footfall for large events. The company now finds it easy to locate records and recommends SwipedOn for employee and visitor tracking.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Financial Accounting Foundation (FAF)
- Accounting
The Financial Accounting Foundation improved its websites with RWS. The changes made... the sites 1.5 times faster. Navigation and search functions were better. Page views and engagement time increased. Content management and archiving became more efficient.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Top Stories in Accounting about adoption of CRM All-in-One software
Mindful Performance Blueprint
- Consulting
Keap helped Mindful Performance Blueprint grow revenue from under $100k to $500k. Founder Giovanni Gonzalez... used Keap to boost his email open rate from 3% to 75%. The company expanded its email database to over 40,000 contacts. Keap's automation tools saved the business and empowered more Hispanic-owned businesses. Ten client businesses reached seven figures with this support.
Wipster helps Xero create high-quality video content for marketing. Xero's global team... uses Wipster to collaborate across five offices. They produce 400 videos a year with fast turnarounds, sometimes in just days. Their in-house agency costs five times less than hiring outside services. Xero focuses on video engagement, not just volume, using tools like Marketo and Brightcove to track customer journeys. This approach lets them deliver the right message to the right customer at the right time.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
Measuring Social Media Marketing Success in Accounting Deployments
EisnerAmper - Accounting
Vertical IQ helped EisnerAmper improve its marketing and business development. EisnerAmper needed a... better way to get industry insights for its growing team. Before, staff spent too much time searching for information. Vertical IQ gave them fast, reliable, and easy-to-use industry intelligence. This made it easier for teams to prepare for meetings and support clients. EisnerAmper now uses data to stand out from competitors.
1-800Accountant - Accounting
Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used... Agentforce to improve customer service. This led to faster answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
SPRIM PRO - Consulting
SPRIM PRO used the HypeAuditor Reports API to build a large database of health professionals in Brazil. They needed accurate... data on nutritionists for better communication strategies. HypeAuditor's API gave them real-time, reliable insights on social media performance and audience profiles. SPRIM PRO created the SM Nutris hub, helping automate processes and improve data reliability. This gave them a strong advantage in the health market.
Supporting Strategies - Accounting
Lately helped Supporting Strategies manage social media for over 90 locations. Erica Mitchell, Director... of Marketing, used Lately to control 179 social channels. The platform made it easy to create and enforce compliant messaging. Lately boosted productivity and simplified workflows. Supporting Strategies used Lately’s parent dashboard to generate content for all locations.