Accounting: Case Studies, ROI & Implementation Examples

CoolLife. io helps accounting and tax professionals manage compliance and client documents. The platform centralizes files, automates document requests, and...tracks deadlines. Firms use secure VDR and CRM features to protect sensitive data and improve collaboration. Automated workflows reduce manual errors and save time. According to Accounting Today, automation can cut processing time by up to 50%.
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Presti & Naegele used Quickbase to build a CRM app that replaced spreadsheets. The new system tracks client QuickBooks versions... and stores sensitive login data securely. Quickbase automation alerts clients when upgrades are needed. The firm now gains 30 to 40 new clients each year. Centralized data access improved productivity and increased revenue.
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Front helped Countsy manage over 600 shared inboxes for client communication. Before Front, Countsy struggled with Outlook distribution lists and... lost context on client accounts. With Front, every consultant can see all past conversations in one place. Tagging and assignment features make it easy to track requests and ensure accountability. Countsy grew faster and kept high-touch service by streamlining workflows into a single platform.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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NFE. io cut its cost per lead by 87% using HubSpot and Meta's Conversion API. The company unified online and...offline data, gaining a clear view of the customer journey. This let them optimize campaigns and target more qualified leads. The cost per lead dropped from R$65.21 to R$8.27. Marketing and sales now work together with better data and faster decisions.
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NFE. io cut its cost per lead by 87% using HubSpot and Meta's Conversion API. The company unified online and...offline data, gaining a clear view of the customer journey. This let them optimize campaigns and target more qualified leads. The cost per lead dropped from R$65.21 to R$8.27. Marketing and sales now work together with better data and faster decisions.
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Plante Moran used monday. com to standardize tax engagement workflows and improve collaboration. In Phase 1, 400 tax engagements were...onboarded and 500 users began collaborating on the platform. The firm replaced long email threads with a unified workspace, increasing transparency and reducing stakeholder questions. monday.com enabled secure handling of sensitive tax data with granular permissions. High adoption rates and a waiting list showed strong enthusiasm for the new system.
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Simplicate helped Hendriksen Accountants en Adviseurs replace a closed, manual CRM system. The new web-based CRM connects with other software... and gives clear KPI dashboards. Staff now see their own KPIs and work more efficiently. The sales process is easier to track, and billing is more transparent. Fewer hours are written off, and customer satisfaction is higher.
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YourCause from Blackbaud helped Crowe LLC simplify corporate social responsibility work. The platform reduced admin tasks and made it easier... for employees to engage in giving and volunteering. Crowe used AI-powered tools to measure and share impact stories. The solution enabled faster donations and deeper team involvement. Crowe’s Purpose & Sustainability Manager praised the tools for making work life easier.
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YourCause from Blackbaud helped Crowe LLC simplify corporate social responsibility work. The platform reduced admin tasks and made it easier... for employees to engage in giving and volunteering. Crowe used AI-powered tools to measure and share impact stories. The solution enabled faster donations and deeper team involvement. Crowe’s Purpose & Sustainability Manager praised the tools for making work life easier.
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YourCause from Blackbaud helped Crowe LLC simplify corporate social responsibility work. The platform reduced admin tasks and made it easier... for employees to engage in giving and volunteering. Crowe used AI-powered tools to measure and share impact stories. The solution enabled faster donations and deeper team involvement. Crowe’s Purpose & Sustainability Manager praised the tools for making work life easier.
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YourCause from Blackbaud helped Crowe LLC simplify corporate social responsibility work. The platform reduced admin tasks and made it easier... for employees to engage in giving and volunteering. Crowe used AI-powered tools to measure and share impact stories. The solution enabled faster donations and deeper team involvement. Crowe’s Purpose & Sustainability Manager praised the tools for making work life easier.
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YourCause from Blackbaud helped Crowe LLC simplify corporate social responsibility work. The platform reduced admin tasks and made it easier... for employees to engage in giving and volunteering. Crowe used AI-powered tools to measure and share impact stories. The solution enabled faster donations and deeper team involvement. Crowe’s Purpose & Sustainability Manager praised the tools for making work life easier.
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YourCause from Blackbaud helped Crowe LLC simplify corporate social responsibility work. The platform reduced admin tasks and made it easier... for employees to engage in giving and volunteering. Crowe used AI-powered tools to measure and share impact stories. The solution enabled faster donations and deeper team involvement. Crowe’s Purpose & Sustainability Manager praised the tools for making work life easier.
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BenchmarkONE helped The Database Diva cut their tech stack from 6 to 3 tools. Webinar setup time dropped from hours... to just 15 minutes. Their team now sends hyper-targeted drip campaigns using tagging, achieving over 50% open rates and up to 25% click-through rates. Real-time feedback and automation let them reach every contact at least twice a month. Adding forms to their WordPress site is now simple, driving more leads without IT help.
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JLP Payroll Services used popcorn CRM to organize their sales and marketing. Before, their process was spread out and hard... to manage. With popcorn, they set up a clear sales pipeline and used targeted email marketing. They now save 14 hours per campaign on follow-up. Their sales conversion rate from email to meeting is 6%. The team learned the system in just 2 hours.
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Spotler CRM helped Cooden Tax Consulting move from spreadsheets to a cloud-based CRM. The consultancy improved lead tracking and reduced... manual work. Staff now have a central place to manage tasks and client relationships. Email campaigns and marketing tools in Spotler CRM support their outreach. Integrations with email, VOIP, and accounting systems are planned. The CRM's flexibility and support were key benefits for the team.
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Bitrix24 helped k-webs GmbH, a web development and consulting agency in Basel, find a scalable CRM and project management solution. The team chose... Bitrix24 for its clear structure and strong integration options. They needed a system that was both powerful and affordable. Bitrix24 met their needs for client, sales, and team management. The agency looks forward to expanding their use of Bitrix24.
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OnePageCRM helped L&J Tax improve client relationships and project management. The CRM made it easy to track client details, set... reminders, and follow up on tasks. L&J Tax used the system to analyze referrals and manage their sales pipeline. The team delegated tasks better and maintained regular client check-ins. This proactive approach led to higher service quality and better work-life balance for the team.
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Oracle Cloud HCM helped Grant Thornton, a top US accounting firm, modernize its HR processes. The company replaced legacy systems... with a unified platform, reducing manual tasks and paperwork. Employees now spend more time serving clients and less on administration. Oracle Cloud HCM improved talent management, onboarding, and performance reviews. Leaders gained better visibility into HR and finance data, supporting growth and employee satisfaction.
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Oracle Cloud HCM helped Grant Thornton, a top US accounting firm, modernize its HR processes. The company replaced legacy systems... with a unified platform, reducing manual tasks and paperwork. Employees now spend more time serving clients and less on administration. Oracle Cloud HCM improved talent management, onboarding, and performance reviews. Leaders gained better visibility into HR and finance data, supporting growth and employee satisfaction.
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Oracle Cloud HCM helped Grant Thornton, a top US accounting firm, modernize its HR processes. The company replaced legacy systems... with a unified platform, reducing manual tasks and paperwork. Employees now spend more time serving clients and less on administration. Oracle Cloud HCM improved talent management, onboarding, and performance reviews. Leaders gained better visibility into HR and finance data, supporting growth and employee satisfaction.
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Oracle Cloud HCM helped Grant Thornton, a top US accounting firm, modernize its HR processes. The company replaced legacy systems... with a unified platform, reducing manual tasks and paperwork. Employees now spend more time serving clients and less on administration. Oracle Cloud HCM improved talent management, onboarding, and performance reviews. Leaders gained better visibility into HR and finance data, supporting growth and employee satisfaction.
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Oracle Cloud HCM helped Grant Thornton, a top US accounting firm, modernize its HR processes. The company replaced legacy systems... with a unified platform, reducing manual tasks and paperwork. Employees now spend more time serving clients and less on administration. Oracle Cloud HCM improved talent management, onboarding, and performance reviews. Leaders gained better visibility into HR and finance data, supporting growth and employee satisfaction.
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Linford & Company uses Tresorit to protect sensitive client data during audits. The firm chose Tresorit for its end-to-end encryption... and zero-knowledge IT architecture. This ensures only authorized users can access files, meeting strict privacy needs. Tresorit’s cloud platform supports remote work and global collaboration. Linford & Company shares Tresorit’s whitepapers with clients to build trust. The solution is easy to use and meets top cybersecurity standards.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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ShareFile helped Timothy P McKee CPA centralize tax collaboration and client workflows. The firm managed work for 350 clients with... better visibility and less manual file sharing. ShareFile Projects and e-signature automated document routing and storage. The team reduced security risks and improved oversight. Clients experienced a smooth transition with no complaints.
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Growthwise used Jell to solve 95% of its internal communication issues. The team of 12 needed better ways to track... daily work, share updates, and set company-wide goals. Jell enabled daily check-ins, end-of-day reflections, and transparent goal tracking. This improved collaboration, knowledge sharing, and accountability across the team. Growthwise now manages deadlines and client work more efficiently.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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Ximplifi used Guesty’s platform and open API to automate vacation rental accounting. The integration with VRAccountant helped clients save time... and simplify trust accounting. Clients saw more accurate books and better financial clarity. Every client grew their business by 30-100% after combining Ximplifi’s services with Guesty. The partnership gave clients peace of mind and more time to scale.
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Content Snare helped Fuse Wealth automate client data collection. Before, they used emails and spreadsheets, causing delays and extra work.... Now, they save time and reduce back-and-forth with clients. The team can reject incomplete files and ensure audit compliance. Fuse Wealth increased revenue and now has extra capacity. Clients feel safer with secure data sharing.
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Sentry helped Yuki, an automated accounting platform, improve app stability and developer confidence. Before Sentry, Yuki struggled to monitor errors... and performance issues, especially during peak usage. Sentry's error and performance monitoring tools gave engineers visibility into user impact and root causes. With Sentry, Yuki reduced issue resolution time from 2 days to 2 hours. The team now prioritizes fixes based on real user data and quickly addresses critical problems.
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Forvis Mazars used Freelo to manage remote teamwork for over 200 tax and accounting professionals. The team saved hours on... timesheets and improved communication. Freelo helped organize projects, track time, and share information quickly. The switch to Freelo made it easier to meet deadlines and manage tasks. Team members highlighted features like time tracking and notes for better collaboration.
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Stackfield helped Treuhand Hannover modernize its communication and project management. The firm replaced email and phone with team chat, telephony,... and screen sharing. Employees quickly adapted to Stackfield’s user-friendly interface. Project management, file storage, and versioning are now handled in one platform. Integrating external partners is easy with role-based access. Transparency and collaboration improved across all departments.
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Syneconomy S. A., a leading accounting firm in Greece, needed a modern office for its headquarters in Patras. The company...invested over one million euros to renovate a new building. Grandstream provided unified communications, networking, and facility access solutions. The deployment included products like GWN7662, GCC6010, and UCM6302. This enabled Syneconomy to support business operations with advanced technology across two offices.
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Missive helped Weekly Accounting grow from 80 to 200 clients in two years. The firm replaced scattered Gmail inboxes with... dedicated team inboxes for each CFO. This change let project managers triage emails and assign tasks using ClickUp integration. The accounts payable team now manages all client bills in shared inboxes, improving visibility. SMS and automation tools route messages and tasks to the right people. Staff say Missive made their work more integrated and efficient.
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Bitrix24 helped k-webs GmbH, a web development and consulting agency in Basel, find a scalable CRM and project management solution. The team chose... Bitrix24 for its clear structure and strong integration options. They needed a system that was both powerful and affordable. Bitrix24 met their needs for client, sales, and team management. The agency looks forward to expanding their use of Bitrix24.
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FD Works used Noloco to build a custom practice management tool. They needed a better way to keep client data... organized and easy to update. Noloco provided a simple front end for their Airtable base. This made it easier for the team to use and improved data accuracy. FD Works now controls who can see what information and saves time with Noloco’s workflows. The team is more organized and plans to expand their use of Noloco for client portals.
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Concrete CMS helped Fust Charles Chambers refresh their website and brand identity. The new site structure made it easier for... clients to find information about audit, tax, and consulting services. The redesign included a modular system for fast client onboarding and a dedicated area for recruiting new talent. The marketing team can now update and expand the site easily, growing it to over 300 pages. Visitors report better understanding of the firm's services, leading to new business opportunities.
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Optimizely helped Cherry Bekaert migrate 2,800 pages from WordPress with zero traffic loss. The Content Marketing Platform saved the design... team 700 hours by automating image renditions and reducing repetitive tasks. Training new team members became easy, even for those without CMS experience. The web team gained more control and reduced agency dependencies. Cherry Bekaert now focuses on strategic digital work, not technical fixes.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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Friesen Pankratz & Associates used Document Locator to go paperless and improve customer service. The firm struggled with lost time... searching for paper records and needed a better way to share documents with clients. Document Locator provided an easy, affordable, SQL Server-based solution with secure web access. The firm now scans and manages tax returns, work papers, and other files electronically. They save time, reduce storage needs, and quickly provide clients with requested documents. Customer relations have improved thanks to faster service.
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Contao CMS powered a new website for e-mpa, an accounting firm in Döbeln. The goal was to showcase accounting and... tax services in a clear, professional way. The site features a responsive design for easy access on any device. SEO-optimized content and a clean layout help build trust and attract new clients. The digital presence highlights reliability and expertise.
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ShareFile helped Timothy P McKee CPA centralize tax collaboration and client workflows. The firm managed work for 350 clients with... better visibility and less manual file sharing. ShareFile Projects and e-signature automated document routing and storage. The team reduced security risks and improved oversight. Clients experienced a smooth transition with no complaints.
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Xperience by Kentico helped Forvis Mazars, a top U. S. accounting firm, migrate from Drupal to a modern, scalable website....The new site improved navigation, enabled content personalization, and integrated with tools like Marketo and Brightcove. Forvis saw a 61% increase in users, a 10% boost in conversions, and doubled their traffic in three months. Internal teams now manage content more easily and deliver a better digital experience. The platform supports ongoing growth and future integrations.
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Xperience by Kentico helped Forvis Mazars, a top U. S. accounting firm, migrate from Drupal to a modern, scalable website....The new site improved navigation, enabled content personalization, and integrated with tools like Marketo and Brightcove. Forvis saw a 61% increase in users, a 10% boost in conversions, and doubled their traffic in three months. Internal teams now manage content more easily and deliver a better digital experience. The platform supports ongoing growth and future integrations.
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NetDocuments helped Saffery, a top 20 UK accounting firm, centralize and secure document management. Staff struggled with siloed files and... wasted time searching for documents. NetDocuments provided a cloud-based platform for secure access, collaboration, and compliance. Over 800 employees now manage and share files from anywhere. Productivity and email management improved, and the firm enhanced security and GDPR compliance.
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M-Files helped BonsenReuling replace fragmented folder structures with a metadata-driven document management system. Employees now find documents faster, reducing IT... support requests and boosting productivity. The company moved from on-premises servers to a cloud-based environment, supporting flexible work. Hands-on training and business-led rollout drove strong user adoption. BonsenReuling now has a foundation for AI and Microsoft 365 Copilot innovation.
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Oodrive Work helped PKF Arsilon secure document exchanges with over 1,000 users. The platform enabled fast, safe sharing of confidential... files, meeting strict GDPR and security standards. PKF Arsilon quickly integrated Oodrive Work in under a month, with easy adoption by staff and clients. Key features like secure links, deposit boxes, and full traceability improved efficiency and client trust. The solution reduced time spent on document management and strengthened PKF Arsilon’s reputation as a trusted partner.
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Docsvault helped Packer Thomas, a CPA and business consulting firm, go paperless for general administration. The firm needed to secure... sensitive records and improve document management. Docsvault provided features like integrated scanning, OCR, PDF printer, and MS Office integration. These tools reduced clutter and improved document security. Access control and audit trails helped safeguard client data.
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Templafy helped BDO Norway ensure brand consistency across 70 offices. Employees now access up-to-date templates and digital assets directly in... Microsoft 365. This solved issues with outdated and inconsistent documents. The integration with their DAM system made it easy to find the right images. The marketing team gained peace of mind and saved time. Document creation is now more efficient and always on-brand.
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LiveTiles built a chatbot for BDO to handle thousands of student recruitment queries. The bot, Buddy, answers questions 24/7 and... is available on multiple channels. BDO saw a 36% reduction in admin overhead, a 28% drop in online enquiries, and a 22% increase in satisfaction. The HR team now focuses on complex issues, while Buddy manages routine questions. Chat log analysis helps BDO improve the bot’s responses over time.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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ChargeOver helped 1-800Accountant manage complex billing needs. The company had many brands and billing scenarios. They needed integration with Salesforce... and a flexible solution. Their old system, Zuora, was too expensive and did not fit their business. ChargeOver provided a custom billing process that worked for all their brands.
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Circula helped Parbs Osterloh, a tax consultancy, improve payroll efficiency and legal compliance. The cloud-based solution made benefit administration easy... for both staff and clients. Parbs Osterloh saw faster payroll processes and less manual work. The firm passed a social security audit with no issues, proving the benefits were documented correctly. Employees and clients found Circula simple and valuable.
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Corona & Corona TKS LLC helps Spanish-speaking small business owners in Oregon and Washington with tax consulting. Eduardo Corona guides... clients to Paychex for payroll and HR solutions. He focuses on helping first-generation entrepreneurs manage taxes, compliance, and daily operations. Paychex provides bilingual support, payroll processing, and compliance assistance. Clients benefit from reduced admin work and better financial decision-making.
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OneStream helped BDO, a $3 billion CPA firm with 13,000 employees, replace hundreds of weekly FP&A emails and 13 separate cubes with a single unified finance platform. Reporting, dashboards, budgeting,... and actuals are now consolidated, giving 2,500 users instant access to financial data. The FP&A team spends less time on manual distribution and more time analyzing forecasts and variances. Customizable dashboards and self-service access have improved decision-making and user adoption across the organization.
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TheTable, an advisory firm in Barcelona, uses Holded to modernize its tax, accounting, and payroll management. The firm automates repetitive... tasks and manages accounting, invoicing, and CRM from one platform. Holded gives TheTable real-time information and better control over business operations. The team now spends more time on high-value advisory work. This digital transformation improves client service and efficiency.
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Indinero used Avalara to help clients manage complex sales tax compliance. Indinero faced challenges with tax complexity and compliance risk... across thousands of U.S. jurisdictions. Avalara's tax automation platform made it easier for indinero to refer clients for sales tax filing and compliance. This partnership improved processes, increased compliance, and enabled growth for indinero and its clients. Indinero staff now have more time to focus on other business needs.
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Spotlight Reporting helped Matt Kekena transform his accounting practice in Hawke's Bay, New Zealand. Early adoption of cloud-based accounting tools... improved advisory services for his clients. Matt later joined Spotlight Reporting, shaping customer support, training, and product innovation. During COVID-19, the team quickly launched new forecasting features to meet urgent customer needs. The company grew to nearly 50 people, winning “App of the Year” at the Xero App Awards.
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Conjointly helped UMDF, a major accounting and consulting firm, optimize its employee benefits package for graduate hires. The HR team... used a conjoint analysis survey with 200 accounting graduates to identify which benefits matter most. Health insurance ranked highest, followed by life insurance and salary. The study enabled UMDF to design a competitive package within a set budget, focusing on the benefits that attract top talent. This data-driven approach improved their recruitment strategy in a crowded market.
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Xero used Stripe to help its small business customers get paid 14 days faster. Xero integrated Stripe payments so users... could accept credit and debit cards easily. This made it simple for customers to pay invoices and set up recurring payments. The Stripe data feed also made payment reconciliation automatic. Xero saw improved retention and a boost in productivity for its users.
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The Back Room used GoCardless to automate payments and save $25,000 a year in bookkeeping costs. DSO dropped from 25... days to 8, improving cash flow. GoCardless integrated with Xero, removing manual payment matching. The Back Room now collects payments in multiple currencies, helping global operations. Credit card fees dropped from 3% to less than 1%.
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Oracle Cloud HCM helped Grant Thornton, a top US accounting firm, modernize its HR processes. The company replaced legacy systems... with a unified platform, reducing manual tasks and paperwork. Employees now spend more time serving clients and less on administration. Oracle Cloud HCM improved talent management, onboarding, and performance reviews. Leaders gained better visibility into HR and finance data, supporting growth and employee satisfaction.
Show More..

Optimizely helped Cherry Bekaert migrate 2,800 pages from WordPress with zero traffic loss. The Content Marketing Platform saved the design... team 700 hours by automating image renditions and reducing repetitive tasks. Training new team members became easy, even for those without CMS experience. The web team gained more control and reduced agency dependencies. Cherry Bekaert now focuses on strategic digital work, not technical fixes.
Show More..

BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
Show More..

1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
Show More..

NFE. io cut its cost per lead by 87% using HubSpot and Meta's Conversion API. The company unified online and...offline data, gaining a clear view of the customer journey. This let them optimize campaigns and target more qualified leads. The cost per lead dropped from R$65.21 to R$8.27. Marketing and sales now work together with better data and faster decisions.
Show More..

Plante Moran used monday. com to standardize tax engagement workflows and improve collaboration. In Phase 1, 400 tax engagements were...onboarded and 500 users began collaborating on the platform. The firm replaced long email threads with a unified workspace, increasing transparency and reducing stakeholder questions. monday.com enabled secure handling of sensitive tax data with granular permissions. High adoption rates and a waiting list showed strong enthusiasm for the new system.
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Capgemini used Pipefy to rebuild its HR service delivery in Brazil. The team consolidated 95 HR request types into a... single portal. This move automated workflows and reduced manual effort by 70%. SLA compliance jumped from 38% to 98%. Management costs dropped by 42%. The HR team now spends more time on analysis and planning, not paperwork.
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LocaliQ helped Accountant and Tax boost brand visibility and generate quality leads. The team used Google Search and Performance Max... campaigns for both local and national reach. Over 12 months, the campaigns delivered 500+ leads across multiple locations. Cost per lead dropped by 12% year over year. The strategy improved tracking and reporting for better results.
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DNS Accountants used Tars Chatbots to provide 24x7 customer service on their website. Before, they lost leads after work hours... when live chat was offline. The chatbot answered questions and booked consultations at any time. After deploying Tars, DNS captured 300 leads per month and doubled their after-hours leads. This improved their lead generation and customer support.
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Flowlu helped Accountnet Gestor & Accountancy Services SL improve team planning and task management. Before Flowlu, they struggled with a... basic agenda system as their client base grew. With Flowlu, they gained clear visibility into ongoing tasks and responsibilities. The team adopted the platform easily due to its simple design. Workflow automation and team collaboration features are used daily.
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ActiveCampaign helped Plus Accounting automate lead management and client onboarding. Manual data entry and proposal processes caused delays and lost... information. With ActiveCampaign and Bright Dials, Plus Accounting digitized workflows, used custom automations, and integrated tools like Calendly and PandaDoc. The team now saves 30 hours per member each month and cut lead conversion time from 15 to 5 days. They achieved a 580% return on investment and hundreds of admin hours saved monthly.
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Oracle Cloud HCM helped Grant Thornton, a top US accounting firm, modernize its HR processes. The company replaced legacy systems... with a unified platform, reducing manual tasks and paperwork. Employees now spend more time serving clients and less on administration. Oracle Cloud HCM improved talent management, onboarding, and performance reviews. Leaders gained better visibility into HR and finance data, supporting growth and employee satisfaction.
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Oracle Cloud HCM helped Grant Thornton, a top US accounting firm, modernize its HR processes. The company replaced legacy systems... with a unified platform, reducing manual tasks and paperwork. Employees now spend more time serving clients and less on administration. Oracle Cloud HCM improved talent management, onboarding, and performance reviews. Leaders gained better visibility into HR and finance data, supporting growth and employee satisfaction.
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ShareFile helped Timothy P McKee CPA centralize tax collaboration and client workflows. The firm managed work for 350 clients with... better visibility and less manual file sharing. ShareFile Projects and e-signature automated document routing and storage. The team reduced security risks and improved oversight. Clients experienced a smooth transition with no complaints.
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Baker Tilly used Alteryx to automate tax processes, saving 1,100 hours in sales and use tax processing and 500 hours in trial balance mapping. The firm built... repeatable workflows to standardize client data and reduce manual work. Alteryx improved accuracy and consistency in tax return preparation. The automation reduced errors and freed up valuable time for tax teams. Baker Tilly now proactively seeks new automation opportunities with Alteryx.
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Toucan helped Alliance Eurus digitize and automate accounting report creation. The platform enabled 42 accounting firms to serve thousands of... end-users. Alliance Eurus saw a 14% increase in customer acquisition and achieved ROI in 4 months. Reports are now 23% faster to produce and deploy. The solution reduced churn and improved customer experience.
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Hevo helped CPA. com automate reporting and eliminate manual spreadsheet processes. Data now syncs bi-hourly into Snowflake, powering real-time dashboards...and AI-driven analytics. Hundreds of analyst hours were saved by removing manual report compilation. Human error in reporting was eliminated. The data team now focuses on building AI products and enabling self-serve analytics.
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Spotlight Reporting helped Matt Kekena transform his accounting practice in Hawke's Bay, New Zealand. Early adoption of cloud-based accounting tools... improved advisory services for his clients. Matt later joined Spotlight Reporting, shaping customer support, training, and product innovation. During COVID-19, the team quickly launched new forecasting features to meet urgent customer needs. The company grew to nearly 50 people, winning “App of the Year” at the Xero App Awards.
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Oracle Cloud HCM helped Grant Thornton, a top US accounting firm, modernize its HR processes. The company replaced legacy systems... with a unified platform, reducing manual tasks and paperwork. Employees now spend more time serving clients and less on administration. Oracle Cloud HCM improved talent management, onboarding, and performance reviews. Leaders gained better visibility into HR and finance data, supporting growth and employee satisfaction.
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Oracle Cloud HCM helped Grant Thornton, a top US accounting firm, modernize its HR processes. The company replaced legacy systems... with a unified platform, reducing manual tasks and paperwork. Employees now spend more time serving clients and less on administration. Oracle Cloud HCM improved talent management, onboarding, and performance reviews. Leaders gained better visibility into HR and finance data, supporting growth and employee satisfaction.
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Oracle Cloud HCM helped Grant Thornton, a top US accounting firm, modernize its HR processes. The company replaced legacy systems... with a unified platform, reducing manual tasks and paperwork. Employees now spend more time serving clients and less on administration. Oracle Cloud HCM improved talent management, onboarding, and performance reviews. Leaders gained better visibility into HR and finance data, supporting growth and employee satisfaction.
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Oracle Cloud HCM helped Grant Thornton, a top US accounting firm, modernize its HR processes. The company replaced legacy systems... with a unified platform, reducing manual tasks and paperwork. Employees now spend more time serving clients and less on administration. Oracle Cloud HCM improved talent management, onboarding, and performance reviews. Leaders gained better visibility into HR and finance data, supporting growth and employee satisfaction.
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ActiveCollab helped Bright Bookkeeping organize their remote team. They used it to document bookkeeping processes and assign tasks clearly. The... platform made teamwork easier by letting everyone see notes and track time. This reduced confusion and saved time. Recurring tasks and reporting features let the owners focus on growing their business.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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Presti & Naegele used Quickbase to build a CRM app that replaced spreadsheets. The new system tracks client QuickBooks versions... and stores sensitive login data securely. Quickbase automation alerts clients when upgrades are needed. The firm now gains 30 to 40 new clients each year. Centralized data access improved productivity and increased revenue.
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ShareFile helped Timothy P McKee CPA centralize tax collaboration and client workflows. The firm managed work for 350 clients with... better visibility and less manual file sharing. ShareFile Projects and e-signature automated document routing and storage. The team reduced security risks and improved oversight. Clients experienced a smooth transition with no complaints.
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Plante Moran used monday. com to standardize tax engagement workflows and improve collaboration. In Phase 1, 400 tax engagements were...onboarded and 500 users began collaborating on the platform. The firm replaced long email threads with a unified workspace, increasing transparency and reducing stakeholder questions. monday.com enabled secure handling of sensitive tax data with granular permissions. High adoption rates and a waiting list showed strong enthusiasm for the new system.
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DealRoom helped Pinion speed up their M&A due diligence. Pinion faced disorganized data, security risks, and poor team communication. DealRoom... provided advanced security, project management, and custom folder permissions. Onboarding became five times faster. Pinion closed a deal in 60 days and improved trust with sellers. The platform made diligence more efficient and secure.
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Flowlu helped Accountnet Gestor & Accountancy Services SL improve team planning and task management. Before Flowlu, they struggled with a... basic agenda system as their client base grew. With Flowlu, they gained clear visibility into ongoing tasks and responsibilities. The team adopted the platform easily due to its simple design. Workflow automation and team collaboration features are used daily.
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Oracle Cloud HCM helped Grant Thornton, a top US accounting firm, modernize its HR processes. The company replaced legacy systems... with a unified platform, reducing manual tasks and paperwork. Employees now spend more time serving clients and less on administration. Oracle Cloud HCM improved talent management, onboarding, and performance reviews. Leaders gained better visibility into HR and finance data, supporting growth and employee satisfaction.
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Linford & Company uses Tresorit to protect sensitive client data during audits. The firm chose Tresorit for its end-to-end encryption... and zero-knowledge IT architecture. This ensures only authorized users can access files, meeting strict privacy needs. Tresorit’s cloud platform supports remote work and global collaboration. Linford & Company shares Tresorit’s whitepapers with clients to build trust. The solution is easy to use and meets top cybersecurity standards.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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Deloitte & Touche uses infoRouter to manage documents for nearly 2,000 tax auditors. The software lets auditors access and upload... documents securely from anywhere. Real-time updates keep teams informed and reduce errors. Remote time sheet uploads speed up billing and cut admin delays. infoRouter helps Deloitte save costs by eliminating physical document transfers.
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ShareFile helped Timothy P McKee CPA centralize tax collaboration and client workflows. The firm managed work for 350 clients with... better visibility and less manual file sharing. ShareFile Projects and e-signature automated document routing and storage. The team reduced security risks and improved oversight. Clients experienced a smooth transition with no complaints.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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Openprise helped Armanino standardize over 1,000 NAICS code variations into 72 clean values. The solution unified Microsoft Dynamics, Eloqua, and... billing systems, automating data flow and eliminating manual reconciliation. This improved segmentation quality and enabled accurate campaign targeting. Multi-vendor enrichment filled data gaps, making reporting more reliable. The Ops team now relies on a single, consistent GTM data foundation.
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Oracle Cloud HCM helped Grant Thornton, a top US accounting firm, modernize its HR processes. The company replaced legacy systems... with a unified platform, reducing manual tasks and paperwork. Employees now spend more time serving clients and less on administration. Oracle Cloud HCM improved talent management, onboarding, and performance reviews. Leaders gained better visibility into HR and finance data, supporting growth and employee satisfaction.
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Oracle Cloud HCM helped Grant Thornton, a top US accounting firm, modernize its HR processes. The company replaced legacy systems... with a unified platform, reducing manual tasks and paperwork. Employees now spend more time serving clients and less on administration. Oracle Cloud HCM improved talent management, onboarding, and performance reviews. Leaders gained better visibility into HR and finance data, supporting growth and employee satisfaction.
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Hiver helped Countless, a New York-based accounting firm, save 29 hours per month by streamlining email delegation and team collaboration. The firm used... Hiver's shared inboxes, notes, and templates to train new staff and manage client communications directly in Gmail. This improved visibility and made it easy to assign tasks and maintain consistent client service. Countless now handles all client emails efficiently, reducing inbox clutter and ensuring everyone stays informed.
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UserGuiding helped Grupo IOB cut support tickets and scale onboarding. Before, their training portal led to too many support requests... and overloaded teams. With UserGuiding’s onboarding checklists, guides, and hotspots, Grupo IOB made onboarding easier for users. Support tickets dropped, and the onboarding team gained control without needing developers. Over 75% of users now complete the main onboarding flow, and customer satisfaction scores improved.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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NFE. io cut its cost per lead by 87% using HubSpot and Meta's Conversion API. The company unified online and...offline data, gaining a clear view of the customer journey. This let them optimize campaigns and target more qualified leads. The cost per lead dropped from R$65.21 to R$8.27. Marketing and sales now work together with better data and faster decisions.
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BDO Canada used SysAid to manage over 600 clients and handle more than 500 service tickets each month. Manual tracking was... a challenge as their managed services grew. SysAid automated workflows, service queues, and client updates. The platform cut Power BI data export time from six hours to minutes. BDO gained better reporting, auditing, and consistent service for every client.
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FreshBooks used Revenue. io to boost sales productivity. Sales reps increased outbound calls from 30-40 to 90-100 per day. Call...pickup rates jumped from 11% to 21%. Managers gained real-time insight into rep activities. FreshBooks onboarded reps instantly with no custom Salesforce setup. The company expanded Revenue.io use to the UK and Australia.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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Dialpad helped Parkway Solutions, a small accounting firm, solve communication problems with clients across the US. The team switched to... Dialpad for better call quality, easy setup, and the ability to use business numbers on personal devices. They use Dialpad for calls, SMS, and video meetings, making it easier to connect with clients and manage workflows. Real-time transcription and sentiment analysis help the team review calls and improve service. Parkway Solutions also uses Dialpad for secure multi-factor authentication, streamlining their business processes.
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Mazars used the Sociabble employee advocacy platform to boost thought leadership and brand visibility. They launched regional and global instances... to address both local and global needs. The platform helped employees share approved content and create their own, increasing engagement. Mazars achieved an 88% user engagement rate and over a million monthly audience touchpoints. The program recognized top ambassadors and encouraged content creation across 79 countries.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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Jostle helped Armstrong Watson solve major communication problems after a company reshuffle. The firm needed a way to keep 14... offices and virtual teams updated on regulations and internal changes. Jostle became the main platform for sharing news, recognizing achievements, and centralizing information. Employee surveys showed a net increase in communication within the firm. The platform made it easy for everyone to access updates and celebrate team successes.
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Haiilo helped BDO Australia reach 3. 67 million people on social media in nine months. Employees generated 13,940 unique clicks...and 13,700 reactions by sharing BDO and industry content. The platform made it easier for staff to find and share relevant updates, boosting internal communication and employee engagement. BDO partners and staff built their personal brands and increased trust with clients. Haiilo also improved knowledge sharing and business development opportunities across the company.
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Text Request helped Work With Your Handz improve their recruiting process. The company sends over 500 texts daily to job... candidates. They switched from RingCentral to Text Request for a more affordable texting solution. Recruiters use scheduled and mass texts to keep candidates engaged and informed. The team saves both money and time while organizing conversations with contact tags and groups.
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Stackfield helped Treuhand Hannover modernize its communication and project management. The firm replaced email and phone with team chat, telephony,... and screen sharing. Employees quickly adapted to Stackfield’s user-friendly interface. Project management, file storage, and versioning are now handled in one platform. Integrating external partners is easy with role-based access. Transparency and collaboration improved across all departments.
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Optimizely helped Cherry Bekaert migrate 2,800 pages from WordPress with zero traffic loss. The Content Marketing Platform saved the design... team 700 hours by automating image renditions and reducing repetitive tasks. Training new team members became easy, even for those without CMS experience. The web team gained more control and reduced agency dependencies. Cherry Bekaert now focuses on strategic digital work, not technical fixes.
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ShareFile helped Timothy P McKee CPA centralize tax collaboration and client workflows. The firm managed work for 350 clients with... better visibility and less manual file sharing. ShareFile Projects and e-signature automated document routing and storage. The team reduced security risks and improved oversight. Clients experienced a smooth transition with no complaints.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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Openprise helped Armanino standardize over 1,000 NAICS code variations into 72 clean values. The solution unified Microsoft Dynamics, Eloqua, and... billing systems, automating data flow and eliminating manual reconciliation. This improved segmentation quality and enabled accurate campaign targeting. Multi-vendor enrichment filled data gaps, making reporting more reliable. The Ops team now relies on a single, consistent GTM data foundation.
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Spotler CRM helped Cooden Tax Consulting move from spreadsheets to a cloud-based CRM. The consultancy improved lead tracking and reduced... manual work. Staff now have a central place to manage tasks and client relationships. Email campaigns and marketing tools in Spotler CRM support their outreach. Integrations with email, VOIP, and accounting systems are planned. The CRM's flexibility and support were key benefits for the team.
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Spotler CRM helped Cooden Tax Consulting move from spreadsheets to a cloud-based CRM. The consultancy improved lead tracking and reduced... manual work. Staff now have a central place to manage tasks and client relationships. Email campaigns and marketing tools in Spotler CRM support their outreach. Integrations with email, VOIP, and accounting systems are planned. The CRM's flexibility and support were key benefits for the team.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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Haysmacintyre, a top-25 UK accounting firm, integrated RingCentral with Microsoft Teams to unify communications. Staff can now make and receive... business calls directly in Teams, improving workflow and mobility. The solution replaced a complex, hard-to-manage phone system. Employees can access voicemail, messaging, and meetings in one app. The firm scaled easily and enabled hybrid work with reliable telephony anywhere.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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LodgeiT uses Dropbox Sign API to automate tax form signing for over 1,500 accounting firms. The platform processes up to... 100,000 digital signatures each month. Accountants save thousands of hours by eliminating manual document handling. Dropbox Sign integration ensures documents are organized, secure, and easy to track. The solution helps LodgeiT stay compliant and gives them a strong edge in the Australian market.
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Précon used Betty Blocks to build a centralized no-code CMS. They replaced fragmented systems and manual Excel workflows. This improved... alignment and reduced inefficiencies across divisions. The new platform automated tasks, order tracking, and invoicing. Précon cut time-to-market by 75% and eliminated shadow IT. Employees and customers now have real-time insights and better collaboration.
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Keap helped SimpleGrowth automate manual business processes. Before Keap, Mike Callahan worked up to 100 hours a week and managed... everything by hand. Using Keap's lifecycle automation, he streamlined sales, follow-ups, and customer communications. This led to consistent annual growth of 35–40%. Automation also allowed Mike to step back from daily operations and help other businesses do the same.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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Exclaimer helped Aprio automate nearly 4,000 email signatures across their growing organization. Before, Aprio's IT team spent many hours on... manual updates and faced legal compliance risks. With Exclaimer, they now deploy signatures automatically, ensuring 100% legal compliance and zero IT hours spent on updates. The platform supports unlimited custom attributes and seamless co-branding for acquisitions. Aprio can now scale signature management with ease and meet strict legal requirements.
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LocaliQ helped Accountant and Tax boost brand visibility and generate quality leads. The team used Google Search and Performance Max... campaigns for both local and national reach. Over 12 months, the campaigns delivered 500+ leads across multiple locations. Cost per lead dropped by 12% year over year. The strategy improved tracking and reporting for better results.
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JLP Payroll Services used popcorn CRM to organize their sales and marketing. Before, their process was spread out and hard... to manage. With popcorn, they set up a clear sales pipeline and used targeted email marketing. They now save 14 hours per campaign on follow-up. Their sales conversion rate from email to meeting is 6%. The team learned the system in just 2 hours.
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ActiveCampaign helped Plus Accounting automate lead management and client onboarding. Manual data entry and proposal processes caused delays and lost... information. With ActiveCampaign and Bright Dials, Plus Accounting digitized workflows, used custom automations, and integrated tools like Calendly and PandaDoc. The team now saves 30 hours per member each month and cut lead conversion time from 15 to 5 days. They achieved a 580% return on investment and hundreds of admin hours saved monthly.
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Optimizely helped Cherry Bekaert migrate 2,800 pages from WordPress with zero traffic loss. The Content Marketing Platform saved the design... team 700 hours by automating image renditions and reducing repetitive tasks. Training new team members became easy, even for those without CMS experience. The web team gained more control and reduced agency dependencies. Cherry Bekaert now focuses on strategic digital work, not technical fixes.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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Oracle Cloud HCM helped Grant Thornton, a top US accounting firm, modernize its HR processes. The company replaced legacy systems... with a unified platform, reducing manual tasks and paperwork. Employees now spend more time serving clients and less on administration. Oracle Cloud HCM improved talent management, onboarding, and performance reviews. Leaders gained better visibility into HR and finance data, supporting growth and employee satisfaction.
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Oracle Cloud HCM helped Grant Thornton, a top US accounting firm, modernize its HR processes. The company replaced legacy systems... with a unified platform, reducing manual tasks and paperwork. Employees now spend more time serving clients and less on administration. Oracle Cloud HCM improved talent management, onboarding, and performance reviews. Leaders gained better visibility into HR and finance data, supporting growth and employee satisfaction.
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Digivizer helped the Institute of Certified Bookkeepers (ICB) boost social media engagement for Australia’s bookkeepers. ICB’s social presence was inconsistent... and lacked strategy. Digivizer revamped their content, branding, and social media management. Engagements grew by 1,678% on Facebook, 1,378% on Instagram, and 202% on LinkedIn. Web traffic more than doubled and survey participation rose by 44%. ICB’s members noticed the new, professional look and increased value.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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AlphaSense helped BDO USA cut research time from hours to minutes. The platform gave BDO teams fast access to cited... intelligence for client meetings. BDO used AlphaSense to prepare for executive briefings and compliance conversations. The tool enabled BDO to surface critical client issues and deliver value in every meeting. BDO integrated AlphaSense with their own workflows to centralize insights and improve client preparation.
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Contify helped a Big 4 accounting firm automate its market intelligence program. The firm needed to track 128 competitors and... industry trends across eight Asia Pacific countries. Contify set up custom sourcing, dashboards, and delivered 208 newsletters to over 500 users. The platform enabled 100% automation of competitor, industry, and customer tracking. Users received intelligence in local languages and could customize alerts for their needs.
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Oracle Cloud HCM helped Grant Thornton, a top US accounting firm, modernize its HR processes. The company replaced legacy systems... with a unified platform, reducing manual tasks and paperwork. Employees now spend more time serving clients and less on administration. Oracle Cloud HCM improved talent management, onboarding, and performance reviews. Leaders gained better visibility into HR and finance data, supporting growth and employee satisfaction.
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Oracle Cloud HCM helped Grant Thornton, a top US accounting firm, modernize its HR processes. The company replaced legacy systems... with a unified platform, reducing manual tasks and paperwork. Employees now spend more time serving clients and less on administration. Oracle Cloud HCM improved talent management, onboarding, and performance reviews. Leaders gained better visibility into HR and finance data, supporting growth and employee satisfaction.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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Customer Thermometer helped Numeric Eight, Australia's largest independent bookkeeping firm, measure customer satisfaction with NPS surveys. The first NPS survey... returned a score of 65, rising to 69 after a few weeks. Numeric Eight also used Customer Thermometer to track employee NPS and gather staff feedback during Covid lockdowns. The tool integrated easily with HubSpot and required no training for staff. Fast feedback response times and custom survey icons improved both customer and employee engagement.
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PerformYard helped Spoor Bunch Franz move from annual reviews to monthly feedback. The firm now runs two review cycles per... year and encourages employees to give feedback to two people each month. Audit teams, new hires, and interns have custom review cycles. The process is flexible and fits each department's needs. Managers use feedback to align performance with company values and set new goals.
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Glover Stanbury used SmartSurvey to switch from paper to online forms. This change cut print costs and reduced manual data... entry. Online forms made data collection more consistent and accurate. The team could track responses and update forms easily. Feedback from surveys helped shape new services for clients. Internal HR tasks, like staff training and onboarding, also improved with SmartSurvey.
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Herbein used ClearlyRated to improve client feedback and boost client satisfaction. Before ClearlyRated, Herbein struggled with DIY surveys and data... overload. With ClearlyRated, they tracked Net Promoter Score and gathered actionable feedback. They achieved a 93.4 NPS and a 4.9-star rating. The firm retained at-risk clients, launched new HR advisory services, and saw over 30% revenue growth in the first year of the new service. Herbein now uses survey insights to guide marketing, staffing, and service expansion.
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Conjointly helped UMDF, a major accounting and consulting firm, optimize its employee benefits package for graduate hires. The HR team... used a conjoint analysis survey with 200 accounting graduates to identify which benefits matter most. Health insurance ranked highest, followed by life insurance and salary. The study enabled UMDF to design a competitive package within a set budget, focusing on the benefits that attract top talent. This data-driven approach improved their recruitment strategy in a crowded market.
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Mazars used the Sociabble employee advocacy platform to boost thought leadership and brand visibility. They launched regional and global instances... to address both local and global needs. The platform helped employees share approved content and create their own, increasing engagement. Mazars achieved an 88% user engagement rate and over a million monthly audience touchpoints. The program recognized top ambassadors and encouraged content creation across 79 countries.
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YourCause from Blackbaud helped Crowe LLC simplify corporate social responsibility work. The platform reduced admin tasks and made it easier... for employees to engage in giving and volunteering. Crowe used AI-powered tools to measure and share impact stories. The solution enabled faster donations and deeper team involvement. Crowe’s Purpose & Sustainability Manager praised the tools for making work life easier.
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Haiilo helped BDO Australia reach 3. 67 million people on social media in nine months. Employees generated 13,940 unique clicks...and 13,700 reactions by sharing BDO and industry content. The platform made it easier for staff to find and share relevant updates, boosting internal communication and employee engagement. BDO partners and staff built their personal brands and increased trust with clients. Haiilo also improved knowledge sharing and business development opportunities across the company.
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Sociuu helped Beierholm, a top Danish accounting firm, boost social media visibility. Employees struggled to share updates due to busy... schedules. Sociuu's platform enabled a structured employee advocacy program. Engagement reached 70%. Beierholm saw a 7.6x ROI and broader reach at lower cost than paid media. Stakeholders now get timely updates on regulations and trends.
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Clearview Social helped BeachFleischman CPAs boost their website traffic from LinkedIn by 1,342%. The accounting firm saw a year-over-year increase... of 124 online leads. This led to $200,000 in new business in the first year. Employees found it easy to share content on social media. The firm used Clearview Social to expand their online reach and attract more clients.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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Admin Army used Fergus to help trades businesses invoice faster and improve cash flow. Before Fergus, clients spent two hours... a week on invoicing and often missed costs. After switching to Fergus, invoicing dropped to 10 minutes a day and missed costs became rare. The average invoice-to-payment cycle improved by 8 days. Fergus made job costing cleaner and reduced admin work for business owners.
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Oracle Cloud HCM helped Grant Thornton, a top US accounting firm, modernize its HR processes. The company replaced legacy systems... with a unified platform, reducing manual tasks and paperwork. Employees now spend more time serving clients and less on administration. Oracle Cloud HCM improved talent management, onboarding, and performance reviews. Leaders gained better visibility into HR and finance data, supporting growth and employee satisfaction.
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Oracle Cloud HCM helped Grant Thornton, a top US accounting firm, modernize its HR processes. The company replaced legacy systems... with a unified platform, reducing manual tasks and paperwork. Employees now spend more time serving clients and less on administration. Oracle Cloud HCM improved talent management, onboarding, and performance reviews. Leaders gained better visibility into HR and finance data, supporting growth and employee satisfaction.
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Oracle Cloud HCM helped Grant Thornton, a top US accounting firm, modernize its HR processes. The company replaced legacy systems... with a unified platform, reducing manual tasks and paperwork. Employees now spend more time serving clients and less on administration. Oracle Cloud HCM improved talent management, onboarding, and performance reviews. Leaders gained better visibility into HR and finance data, supporting growth and employee satisfaction.
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BoardEx by Altrata helped a big four accountancy firm's PE value and portfolio creation team find warm connections and key organizational insights. The team used... BoardEx to map relationships and track investments of private equity firms and their portfolio companies. BoardEx provided accurate, reliable data and integrated with other tools. The platform made it easy to identify deal opportunities and start conversations. The team valued BoardEx for its unique relationship mapping and up-to-date news features.
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KSM used Introhive to prepare for their Salesforce CRM rollout. Introhive captured and synced relationship data, reducing manual entry and... making connections visible from day one. Teams found it easier to add contacts and activities, improving CRM adoption. Staff could focus on sales opportunities instead of low-value data entry. Introhive helped KSM mine data from Outlook and keep Salesforce contacts up to date.
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Mazars used LinkedIn to improve its recruitment strategy. The company needed to reach specialized and experienced candidates beyond its usual... campus channels. LinkedIn helped Mazars target and contact valuable candidates quickly. The platform enabled faster, higher-quality, and more cost-effective hiring compared to traditional methods. LinkedIn also strengthened Mazars' employer brand and increased its visibility among job seekers.
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Greenstep uses Vainu’s real-time company data to improve lead generation and qualification. They inject Vainu’s data into a centralized data... lake, combining it with CRM and marketing automation tools. This helps Greenstep target and personalize sales and marketing campaigns at scale. The solution gives their teams a 360-degree view of accounts and streamlines account management. Greenstep highlights the simplicity of Vainu’s UI and the flexibility of its API as key benefits.
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Oracle Cloud HCM helped Grant Thornton, a top US accounting firm, modernize its HR processes. The company replaced legacy systems... with a unified platform, reducing manual tasks and paperwork. Employees now spend more time serving clients and less on administration. Oracle Cloud HCM improved talent management, onboarding, and performance reviews. Leaders gained better visibility into HR and finance data, supporting growth and employee satisfaction.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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Way We Do helped Blue Amber Bookkeeping automate over 100 quarterly checklists. The firm moved from scattered Word docs and... spreadsheets to a single quality management system. Staff now use automated workflows for client reporting and onboarding. Training is faster with embedded videos and quizzes. The team saves significant time and reduced software costs. Audit outcomes and team morale improved after switching to Way We Do.
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PageUp Employee Connections helped a Big Four audit firm cut campus recruitment events by 50%. The firm used always-on engagement... through a microsite and Facebook integration. Over 1,200 candidates visited the platform each month. The top discussion received more than 26,000 views. Employee-generated content boosted SEO and improved the candidate experience.
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LiveTiles built a chatbot for BDO to handle thousands of student recruitment queries. The bot, Buddy, answers questions 24/7 and... is available on multiple channels. BDO saw a 36% reduction in admin overhead, a 28% drop in online enquiries, and a 22% increase in satisfaction. The HR team now focuses on complex issues, while Buddy manages routine questions. Chat log analysis helps BDO improve the bot’s responses over time.
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Grant Thornton used the ON24 platform to centralize and scale its webcast program. The company increased webcast production by 200%... and tripled its audience size. By streamlining digital marketing operations, Grant Thornton reduced email volume by 20,000 while boosting attendance rates. Personalized weekly digest emails achieved a 20% click-through rate. The ON24 platform helped Grant Thornton beat all internal KPIs by at least 10%.
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Haysmacintyre, a top-25 UK accounting firm, integrated RingCentral with Microsoft Teams to unify communications. Staff can now make and receive... business calls directly in Teams, improving workflow and mobility. The solution replaced a complex, hard-to-manage phone system. Employees can access voicemail, messaging, and meetings in one app. The firm scaled easily and enabled hybrid work with reliable telephony anywhere.
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Haysmacintyre, a top-25 UK accounting firm, integrated RingCentral with Microsoft Teams to unify communications. Staff can now make and receive... business calls directly in Teams, improving workflow and mobility. The solution replaced a complex, hard-to-manage phone system. Employees can access voicemail, messaging, and meetings in one app. The firm scaled easily and enabled hybrid work with reliable telephony anywhere.
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Dialpad helped Parkway Solutions, a small accounting firm, solve communication problems with clients across the US. The team switched to... Dialpad for better call quality, easy setup, and the ability to use business numbers on personal devices. They use Dialpad for calls, SMS, and video meetings, making it easier to connect with clients and manage workflows. Real-time transcription and sentiment analysis help the team review calls and improve service. Parkway Solutions also uses Dialpad for secure multi-factor authentication, streamlining their business processes.
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Moxo helped Shields Tax & CPA streamline client communication and document management. The firm replaced inefficient email threads with Moxo’s... collaborative workflow software. This enabled secure messaging, document uploads, and mobile access for clients and staff. Shields Tax & CPA improved onboarding and task management. As a result, they saw 74% growth in accounting services and doubled their client base.
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Lately helped Supporting Strategies manage social media for over 90 locations. Erica Mitchell used Lately’s parent dashboard to control 179... social channels. She created and shared content with local teams, keeping messaging compliant and consistent. After one year, web traffic doubled from organic social content. The tool made posting easier and boosted brand awareness.
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Digivizer helped the Institute of Certified Bookkeepers (ICB) boost social media engagement for Australia’s bookkeepers. ICB’s social presence was inconsistent... and lacked strategy. Digivizer revamped their content, branding, and social media management. Engagements grew by 1,678% on Facebook, 1,378% on Instagram, and 202% on LinkedIn. Web traffic more than doubled and survey participation rose by 44%. ICB’s members noticed the new, professional look and increased value.
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1-800Accountant used Agentforce from Salesforce to handle a surge in tax season inquiries. Their old chatbot could only answer 10%... of questions, leading to long CPA appointments and seasonal hires. With Agentforce, 70% of chat engagements are now resolved autonomously. CPAs gained 50% more time for high-value work. The company resolved 1,000 inquiries in the first 24 hours and cut seasonal hires by half. Clients now get instant, accurate tax answers 24/7.
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NFE. io cut its cost per lead by 87% using HubSpot and Meta's Conversion API. The company unified online and...offline data, gaining a clear view of the customer journey. This let them optimize campaigns and target more qualified leads. The cost per lead dropped from R$65.21 to R$8.27. Marketing and sales now work together with better data and faster decisions.
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Spotler CRM helped Cooden Tax Consulting move from spreadsheets to a cloud-based CRM. The consultancy improved lead tracking and reduced... manual work. Staff now have a central place to manage tasks and client relationships. Email campaigns and marketing tools in Spotler CRM support their outreach. Integrations with email, VOIP, and accounting systems are planned. The CRM's flexibility and support were key benefits for the team.
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Learn365 helped BDO Denmark move from classroom-based to on-demand digital learning. The platform launched to 1,350 employees and enabled 200... courses, 17 training plans, and 22,000 enrollments in the first year. Manual admin tasks dropped, and experts now create courses quickly for staff. Integration with Microsoft 365 and SharePoint made access easy. Learn365 also cut travel, saving up to 36,000 tons of carbon emissions per year.
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PageUp Employee Connections helped a Big Four audit firm cut campus recruitment events by 50%. The firm used always-on engagement... through a microsite and Facebook integration. Over 1,200 candidates visited the platform each month. The top discussion received more than 26,000 views. Employee-generated content boosted SEO and improved the candidate experience.
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Mazars used LinkedIn to improve its recruitment strategy. The company needed to reach specialized and experienced candidates beyond its usual... campus channels. LinkedIn helped Mazars target and contact valuable candidates quickly. The platform enabled faster, higher-quality, and more cost-effective hiring compared to traditional methods. LinkedIn also strengthened Mazars' employer brand and increased its visibility among job seekers.
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