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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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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YourCause from Blackbaud helped Crowe LLC simplify corporate social responsibility work. The platform reduced admin tasks and made it easier... for employees to engage in giving and volunteering. Crowe used AI-powered tools to measure and share impact stories. The solution enabled faster donations and deeper team involvement. Crowe’s Purpose & Sustainability Manager praised the tools for making work life easier.
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YourCause from Blackbaud helped Crowe LLC simplify corporate social responsibility work. The platform reduced admin tasks and made it easier... for employees to engage in giving and volunteering. Crowe used AI-powered tools to measure and share impact stories. The solution enabled faster donations and deeper team involvement. Crowe’s Purpose & Sustainability Manager praised the tools for making work life easier.
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YourCause from Blackbaud helped Crowe LLC simplify corporate social responsibility work. The platform reduced admin tasks and made it easier... for employees to engage in giving and volunteering. Crowe used AI-powered tools to measure and share impact stories. The solution enabled faster donations and deeper team involvement. Crowe’s Purpose & Sustainability Manager praised the tools for making work life easier.
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YourCause from Blackbaud helped Crowe LLC simplify corporate social responsibility work. The platform reduced admin tasks and made it easier... for employees to engage in giving and volunteering. Crowe used AI-powered tools to measure and share impact stories. The solution enabled faster donations and deeper team involvement. Crowe’s Purpose & Sustainability Manager praised the tools for making work life easier.
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YourCause from Blackbaud helped Crowe LLC simplify corporate social responsibility work. The platform reduced admin tasks and made it easier... for employees to engage in giving and volunteering. Crowe used AI-powered tools to measure and share impact stories. The solution enabled faster donations and deeper team involvement. Crowe’s Purpose & Sustainability Manager praised the tools for making work life easier.
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YourCause from Blackbaud helped Crowe LLC simplify corporate social responsibility work. The platform reduced admin tasks and made it easier... for employees to engage in giving and volunteering. Crowe used AI-powered tools to measure and share impact stories. The solution enabled faster donations and deeper team involvement. Crowe’s Purpose & Sustainability Manager praised the tools for making work life easier.
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BenchmarkONE helped The Database Diva cut their tech stack from 6 to 3 tools. Webinar setup time dropped from hours... to just 15 minutes. Their team now sends hyper-targeted drip campaigns using tagging, achieving over 50% open rates and up to 25% click-through rates. Real-time feedback and automation let them reach every contact at least twice a month. Adding forms to their WordPress site is now simple, driving more leads without IT help.
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Spotler CRM helped Cooden Tax Consulting move from spreadsheets to a cloud-based CRM. The consultancy improved lead tracking and reduced... manual work. Staff now have a central place to manage tasks and client relationships. Email campaigns and marketing tools in Spotler CRM support their outreach. Integrations with email, VOIP, and accounting systems are planned. The CRM's flexibility and support were key benefits for the team.
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The Back Room used monday. com work management to automate over 15,000 tasks each month. They cut IT response times...from three days to under one minute. The company now saves more than 33,000 hours every year. monday.com gave them real-time visibility and helped them scale with confidence. Leaders can now track requests and workloads easily. The Back Room achieved a 10x ROI after switching to monday.com.
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Touch Accounting needed a better way for accountants and partners to manage leads and collaborate. CRMJetty built two secure portals... using Salesforce and WordPress. Accountants could create and track leads, while partners managed details and fees. Dynamic charts gave clear visual insights into project progress. Automated fee calculation saved time and reduced errors. The new system improved teamwork and lead management for the firm.
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Vincent Murray, a finance manager, needed a system to handle surveys, accounts, customer management, and stock tracking. He found that... Odoo, implemented by Target Integration, provided all these modules in one platform. This solution simplified his business operations. He was impressed by the integration and automation capabilities. The testimonial highlights the value of unified business management software.
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CRM PipeRun helped O2B Contabilidade lower their sales cycle and reduce churn. The company used PipeRun to manage leads, automate... sales, and track proposals. This reduced retrabalho and made customer acquisition cheaper. O2B Contabilidade also improved post-sale processes and renewals with PipeRun. The director says their lead time is now below market average.
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Quickbase helped Presti & Naegele replace spreadsheets with a CRM app. The firm needed better ways to track client software... versions and store sensitive data. Quickbase let them centralize client information and automate upgrade reminders. Staff can securely access data from any device. The new system led to 30 to 40 new clients per year and improved productivity.
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Simplicate helped Hendriksen Accountants en Adviseurs improve their business processes. Before Simplicate, they used a closed CRM system that required... double data entry and manual work. With Simplicate, all client data is in one place and always up to date. Employees can see their own KPIs and work more efficiently. The company now has better insight into sales, higher productivity, and fewer hours written off. This leads to lower rates for clients and more transparent billing.
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Sage for Accountants helped Paul Ford Accountancy automate admin tasks. The platform simplified VAT, payroll, and compliance, saving time for... client work. Paul Ford grew his client base by one new customer each week. Features like bank feeds and digital receipts made daily work easier. The firm now plans to add AutoEntry and Copilot for more growth.
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Kommo helped DO OK cut weekly sales team meetings by 50%. DO OK, a consulting and software development company, used... Kommo's dashboard, activity log, and consolidated report features. The CRM made meetings shorter and boosted productivity. It also made onboarding new teammates easier. Kommo supported DO OK in managing sales and team collaboration.
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Method CRM helped Savvy Bird Consulting manage growing demand for QuickBooks training and accounting services. Kayla Prusinski chose Method CRM... for its real-time, two-way QuickBooks sync and customizable workflows. She used Method’s web to lead forms to capture leads and save time in client meetings. Method CRM made it easier for Kayla to deliver tailored services and keep accounting data up to date. Kayla calls Method "the perfect addition to the QuickBooks ecosystem."
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Intapp Intake helped BDO Canada improve client and engagement acceptance efficiency by 38%. The firm replaced a legacy system with... Intapp Intake, reducing manual data entry and streamlining workflows. BDO Canada now processes over 5,000 acceptances per month with the same resources. The solution improved data management, compliance, and user experience. Partners and staff benefit from faster approvals and better insights.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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Workbooks CRM helped Dains Accountants improve scalability and flexibility. The Midlands-based firm used the platform to better engage with clients... and support their needs. Sales and marketing leaders at Dains saw increased agility in their business operations. Workbooks enabled more effective client communication and service delivery. The case highlights CRM benefits for accounting firms seeking growth.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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Friesen Pankratz & Associates used Document Locator to go paperless and improve customer service. The firm struggled with lost time... searching for paper records and needed a better way to share documents with clients. Document Locator provided an easy, affordable, SQL Server-based solution with secure web access. The firm now scans and manages tax returns, work papers, and other files electronically. They save time, reduce storage needs, and quickly provide clients with requested documents. Customer relations have improved thanks to faster service.
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Contao CMS powered a new website for e-mpa, an accounting firm in Döbeln. The goal was to showcase accounting and... tax services in a clear, professional way. The site features a responsive design for easy access on any device. SEO-optimized content and a clean layout help build trust and attract new clients. The digital presence highlights reliability and expertise.
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NetDocuments helped Saffery, a top 20 UK accounting firm, centralize and secure document management. Staff struggled with siloed files and... wasted time searching for documents. NetDocuments provided a cloud-based platform for secure access, collaboration, and compliance. Over 800 employees now manage and share files from anywhere. Productivity and email management improved, and the firm enhanced security and GDPR compliance.
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Docsvault helped Packer Thomas, a CPA and business consulting firm, go paperless for general administration. The firm needed to secure... sensitive records and improve document management. Docsvault provided features like integrated scanning, OCR, PDF printer, and MS Office integration. These tools reduced clutter and improved document security. Access control and audit trails helped safeguard client data.
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Templafy helped BDO Norway ensure brand consistency across 70 offices. Employees now access up-to-date templates and digital assets directly in... Microsoft 365. This solved issues with outdated and inconsistent documents. The integration with their DAM system made it easy to find the right images. The marketing team gained peace of mind and saved time. Document creation is now more efficient and always on-brand.
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LiveTiles built a chatbot for BDO to handle thousands of student recruitment queries. The bot, Buddy, answers questions 24/7 and... is available on multiple channels. BDO saw a 36% reduction in admin overhead, a 28% drop in online enquiries, and a 22% increase in satisfaction. The HR team now focuses on complex issues, while Buddy manages routine questions. Chat log analysis helps BDO improve the bot’s responses over time.
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M-Files helped Crowe UK gain $2. 2M in annual operational efficiency. The firm needed better document management to support rapid...growth and collaboration. M-Files replaced network drives and SharePoint, making it easy to share and find documents. 98% of employees adopted the new system, managing over 800,000 documents in the first year. Workflows now automate reviews, approvals, and compliance, boosting productivity and client service.
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Hnry used CloudCannon to improve their marketing site. They switched from WordPress to CloudCannon for better flexibility and efficiency. The... team can now make updates easily without relying on developers. CloudCannon enabled faster deployment and improved performance. Hnry's workflow became more efficient, letting any team member contribute to the site.
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Revver was first used in the accounting department. The goal was to get quick results and success. As Revver was... implemented, more ways to improve operations appeared. The tool helped find new areas to streamline work. The team saw more opportunities for efficiency.
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BankTEL Systems used Onehub’s Custom Agreements feature to simplify NDA signing for sales leads. Before Onehub, the IT team found... the process slow and stressful. With Onehub, NDA management became automated and auditable. The new workflow reduced manual steps and made signing faster. This improved efficiency for the accounting software company.
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Document Manager helped Hillier Hopkins LLP cut paper use and storage costs. Staff now access documents faster across all offices... and at home. The firm removed over 25 filing cabinets, freeing up office space. Document Manager enabled remote work during UK snow storms, keeping business running. Staff add 1,500 pages daily to the system, with 2.4 million pages stored. The software is easy to use and supports efficient document scanning and workflow.
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The Financial Accounting Foundation improved its websites with RWS. The changes made the sites 1.5 times faster. Navigation and search... functions were better. Page views and engagement time increased. Content management and archiving became more efficient.
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The Financial Accounting Foundation improved its websites with RWS. The changes made the sites 1.5 times faster. Navigation and search... functions were better. Page views and engagement time increased. Content management and archiving became more efficient.
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The Financial Accounting Foundation improved its websites with RWS. The changes made the sites 1.5 times faster. Navigation and search... functions were better. Page views and engagement time increased. Content management and archiving became more efficient.
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Xperience by Kentico helped Forvis Mazars, a top 10 global accounting firm, overhaul their outdated Drupal website. SilverTech led the... migration, adding features like API integrations, personalization, and a modern design. The new site improved navigation and gave content managers more control. In three months, Forvis Mazars saw a 61% increase in users, a 10% boost in conversions, and a 100% rise in traffic. The platform now supports ongoing digital growth and future integrations.
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Xperience by Kentico helped Forvis Mazars, a top 10 global accounting firm, overhaul their outdated Drupal website. SilverTech led the... migration, adding features like API integrations, personalization, and a modern design. The new site improved navigation and gave content managers more control. In three months, Forvis Mazars saw a 61% increase in users, a 10% boost in conversions, and a 100% rise in traffic. The platform now supports ongoing digital growth and future integrations.
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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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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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FD Works used Noloco to build a custom practice management tool. They needed a better way to keep client data... organized and easy to update. Noloco provided a simple front end for their Airtable base. This made it easier for the team to use and improved data accuracy. FD Works now controls who can see what information and saves time with Noloco’s workflows. The team is more organized and plans to expand their use of Noloco for client portals.
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3veta helped Contabi launch a new revenue stream by building a branded marketplace for accountants. Contabi's community members can now... get listed, manage bookings, and receive payments through the platform. The solution improved client visibility and enabled seamless self-service onboarding. Members gained control over their profiles and services, boosting engagement. Contabi transitioned from a basic prototype to a full-featured SaaS marketplace.
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SUEZ Consulting used IQGeo's Comsof Fiber software to improve their FTTH network design process. They reduced design time by 50%... and cut costs by 30%. The company switched from manual planning to automated GIS-based tools to meet large-scale project demands. The software helped them meet strict government standards and deliver projects faster. SUEZ Consulting expects more growth in fiber network design with this solution.
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Guesty helped Ximplifi automate and simplify vacation rental accounting. Ximplifi used Guesty's platform and open API to integrate with their... VRAccountant solution. This allowed Ximplifi's clients to save time, simplify trust accounting, and get clear financial reports. Clients using both solutions saw business growth of 30-100%. Ximplifi praised Guesty for innovation and strong partner support.
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Stackfield helped Dr. Schmidt und Partner improve teamwork and transparency. Before Stackfield, teams used email and shared folders, which made... tracking projects hard. Stackfield gave them clear workspaces, Kanban task management, and strong access controls. Teams now see all project info in one place. Communication is faster and more organized. The IT department and accounting team both benefit from better process tracking and handoffs.
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Sage for Accountants helped Paul Ford Accountancy automate admin tasks. The platform simplified VAT, payroll, and compliance, saving time for... client work. Paul Ford grew his client base by one new customer each week. Features like bank feeds and digital receipts made daily work easier. The firm now plans to add AutoEntry and Copilot for more growth.
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The Financial Accounting Foundation improved its websites with RWS. The changes made the sites 1.5 times faster. Navigation and search... functions were better. Page views and engagement time increased. Content management and archiving became more efficient.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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ChargeOver helped 1-800Accountant manage complex billing needs. The company had many brands and billing scenarios. They needed integration with Salesforce... and a flexible solution. Their old system, Zuora, was too expensive and did not fit their business. ChargeOver provided a custom billing process that worked for all their brands.
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Indinero used Avalara to help clients manage complex sales tax compliance. Indinero faced challenges with tax complexity and compliance risk... across thousands of U.S. jurisdictions. Avalara's tax automation platform made it easier for indinero to refer clients for sales tax filing and compliance. This partnership improved processes, increased compliance, and enabled growth for indinero and its clients. Indinero staff now have more time to focus on other business needs.
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Conjointly helped UMDF, a major accounting and consulting firm, optimize its employee benefits package for graduate hires. The HR team... used a conjoint analysis survey with 200 accounting graduates to identify which benefits matter most. Health insurance ranked highest, followed by life insurance and salary. The study enabled UMDF to design a competitive package within a set budget, focusing on the benefits that attract top talent. This data-driven approach improved their recruitment strategy in a crowded market.
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Reach Reporting helped ProvenCFO standardize and customize financial reports for over 100 clients. ProvenCFO used the platform to create templates... that saved 30-45 minutes per client each month. The solution enabled real-time, dynamic updates, replacing static reports. Clients now receive reliable, tailored financial information to make better decisions. ProvenCFO improved efficiency and quality of service with Reach Reporting.
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Holded helped MANPAT, a Barcelona-based accounting firm, transform its business. MANPAT used Holded to automate and digitize fiscal, accounting, and... labor management. The platform made administrative tasks faster and easier. MANPAT now offers more agile and modern services to its clients. The team saves significant time and can focus more on advising clients.
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Sage for Accountants helped Paul Ford Accountancy automate admin tasks. The platform simplified VAT, payroll, and compliance, saving time for... client work. Paul Ford grew his client base by one new customer each week. Features like bank feeds and digital receipts made daily work easier. The firm now plans to add AutoEntry and Copilot for more growth.
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Sage for Accountants helped Paul Ford Accountancy automate admin tasks. The platform simplified VAT, payroll, and compliance, saving time for... client work. Paul Ford grew his client base by one new customer each week. Features like bank feeds and digital receipts made daily work easier. The firm now plans to add AutoEntry and Copilot for more growth.
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Sage for Accountants helped Paul Ford Accountancy automate admin tasks. The platform simplified VAT, payroll, and compliance, saving time for... client work. Paul Ford grew his client base by one new customer each week. Features like bank feeds and digital receipts made daily work easier. The firm now plans to add AutoEntry and Copilot for more growth.
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IRS Solutions software helped Mike Repoli, CPA, save a client $500,000 in back taxes. He stopped wasting time searching for... IRS forms and entering data by hand. The software gave him options and suggestions for tax resolution cases. Mike now earns more in fewer hours and finds his work more profitable. He values the support and marketing tools from IRS Solutions.
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ActiveCollab helped Bright Bookkeeping organize their remote team. They used it to document bookkeeping processes and assign tasks clearly. The... platform made teamwork easier by letting everyone see notes and track time. This reduced confusion and saved time. Recurring tasks and reporting features let the owners focus on growing their business.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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Level Playing Field used Accelo to manage client work and projects. The team cut invoicing time in half and handled... three times more projects, including large builds. Accelo's mobile app and accounting integration made billing easy and accurate. The company grew by 20X in one year without expanding its team. Visibility and collaboration improved across all projects.
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DealRoom helped Pinion speed up their M&A due diligence. Pinion faced disorganized data, security risks, and poor team communication. DealRoom... provided advanced security, project management, and custom folder permissions. Onboarding became five times faster. Pinion closed a deal in 60 days and improved trust with sellers. The platform made diligence more efficient and secure.
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The Back Room used monday. com work management to automate over 15,000 tasks each month. They cut IT response times...from three days to under one minute. The company now saves more than 33,000 hours every year. monday.com gave them real-time visibility and helped them scale with confidence. Leaders can now track requests and workloads easily. The Back Room achieved a 10x ROI after switching to monday.com.
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Clustdoc helped Autax, a boutique tax services agency in Melbourne, streamline client onboarding. Before Clustdoc, Autax managed document collection and... verification by email, which was slow and hard to track. With Clustdoc, they now use a client portal and CRM to automate approvals and manage tax projects. The team reports zero missing tasks during onboarding and finds it ten times easier to monitor team performance. Clustdoc improved transparency and made onboarding scalable for Autax's growing client base.
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BigTime Software helped Wacek & Associates boost efficiency across their global tax team. The firm struggled with Zoho's modular project... management, facing integration and productivity issues. With BigTime, they quickly access key reports and benefit from seamless QuickBooks integration. The live chat and support features made their transition smooth. The team now serves clients and bills faster, improving overall workflow.
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Jama Connect and Jama Connect Interchange (JCI) help JCI with advanced risk management. JCI works with Jama Software consultants to... set up custom risk logic, cybersecurity tracking, and advanced FMEA structures. The solution supports platform and enterprise risk management for different product families. The outcome is a ready-to-use advanced risk management setup for JCI's initial project or team.
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MeisterTask and MindMeister helped Chelsi Jo Moore organize her coaching business. She created a workflow system called TOBOS using these... tools. This system helped CEOs save up to $30,000 and reclaim time for their families. Chelsi used integrations with Google Calendar and Gmail to automate tasks. Her team now works more efficiently and stays focused on priorities.
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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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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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TheTaxChick. PRO used Smith.ai's AI Receptionist to replace an unreliable answering service. The setup was fast and easy, letting the...firm start the same day. Clients noticed better service and consistent call handling. AI Receptionist gathered 100% accurate information, saving time and money. The owner now has more time to focus on client needs and business growth. Smith.ai's per-call pricing helped with budgeting and productivity.
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LogMeIn Resolve gave RPG Crouch Chapman LLP full oversight of their IT assets. The accounting firm needed better IT management... and visibility. After stress-testing, they chose LogMeIn Resolve for its all-in-one remote support. The platform made IT management easier and more efficient. RPGCC now has total visibility and control over all devices from one simple dashboard.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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LogMeIn Resolve helped RPG Crouch Chapman LLP modernize IT support. The accounting firm tested the remote support tool under stress... before choosing it. With LogMeIn Resolve, they gained full visibility and control over their IT infrastructure. The platform made IT management easier and more efficient. RPGCC now supervises all devices from one easy-to-use dashboard.
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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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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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The Back Room used monday. com work management to automate over 15,000 tasks each month. They cut IT response times...from three days to under one minute. The company now saves more than 33,000 hours every year. monday.com gave them real-time visibility and helped them scale with confidence. Leaders can now track requests and workloads easily. The Back Room achieved a 10x ROI after switching to monday.com.
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Caspio helped Davis and Larson PC move their Microsoft Access database to the cloud. Kevin Davis, the owner, needed a... better way to run their web apps. Caspio let them build new custom applications that fit their needs. The switch made their work easier and more flexible. Now, they can offer more value-added services to their clients.
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Document Manager helped Hillier Hopkins LLP cut paper use and storage costs. Staff now access documents faster across all offices... and at home. The firm removed over 25 filing cabinets, freeing up office space. Document Manager enabled remote work during UK snow storms, keeping business running. Staff add 1,500 pages daily to the system, with 2.4 million pages stored. The software is easy to use and supports efficient document scanning and workflow.
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Ortto helped Dinero, an online accounting software company, switch from ActiveCampaign to a unified marketing automation and customer data platform. Dinero needed faster... marketing operations and better data consolidation. With Ortto, they integrated their API, combined data sources, and improved email campaign targeting. Reporting and dashboards became easier to use, and sharing insights across the team was simple. Dinero found solutions with Ortto that were not possible before.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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emfluence Marketing Platform helped MarksNelson improve their online presence. MarksNelson wanted to become a thought leader and attract more business... from their website. emfluence launched a rebrand and improved the website. Organic traffic increased by 96.18%. All traffic grew by 144.59%. Goal completions rose by 142.86%. Non-branded traffic and conversions also increased. Goal conversions went up by 66.09%. Goal value increased by 2,072%. The bounce rate dropped below 20%.
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Higher Logic Thrive helped AICPA and CIMA connect 580,000 members worldwide. The association needed to scale engagement and deliver resources... easily. Higher Logic Thrive provided a modern, intuitive platform with Salesforce integration and strong support. The solution eliminated manual processes and legacy tools. Members now access resources and network year-round in one portal. Staff and members report high satisfaction and streamlined operations.
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JLP Payroll Services used popcorn CRM to organize their sales and marketing. Before, their process was spread out and hard... to manage. With popcorn, they set up a clear sales pipeline and used targeted email marketing. They now save 14 hours per campaign on follow-up. Their sales conversion rate from email to meeting is 6%. The team learned the system in just 2 hours.
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ActiveCampaign helped Plus Accounting automate lead management and client onboarding. Manual data entry and proposal processes caused delays and lost... information. With ActiveCampaign and Bright Dials, Plus Accounting digitized workflows, used custom automations, and integrated tools like Calendly and PandaDoc. The team now saves 30 hours per member each month and cut lead conversion time from 15 to 5 days. They achieved a 580% return on investment and hundreds of admin hours saved monthly.
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Mailchimp and QuickBooks help One Stop Taxes grow from a small business to a national franchise. The company uses email... marketing and automation to reach new customers and support franchisees. One Stop Taxes empowers people to start their own tax preparation businesses. The tools make it easy to manage marketing and business operations. This leads to steady business growth and more customer success.
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Mailchimp and QuickBooks help One Stop Taxes grow from a small business to a national franchise. The company uses email... marketing and automation to reach new customers and support franchisees. One Stop Taxes empowers people to start their own tax preparation businesses. The tools make it easy to manage marketing and business operations. This leads to steady business growth and more customer success.
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Cyberimpact helped Brigitte Langevin, a sleep education consultant, save tens of hours each month on email marketing. Before Cyberimpact, she... spent long evenings preparing mail campaigns and customizing emails for 1,000 subscribers. With Cyberimpact, she now completes email campaigns in under two hours, with automatic customization and professional results. This time savings led to increased sales, more published books, and the ability to launch webinars. Brigitte credits Cyberimpact for her business growth and improved quality of life.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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Shift helped Compass CPA, PC manage close to 30 client and team email accounts in one place. Before Shift, Casey... struggled with missed emails and wasted time switching between accounts in Chrome. After using Shift, he could see all notifications in one view and set preferences for each account. Casey integrated Shift with tools like Asana, WhatsApp, and Evernote. He rolled out Shift to his whole team for better workflow and email management.
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Workbooks CRM helped Dains Accountants improve scalability and flexibility. The Midlands-based firm used the platform to better engage with clients... and support their needs. Sales and marketing leaders at Dains saw increased agility in their business operations. Workbooks enabled more effective client communication and service delivery. The case highlights CRM benefits for accounting firms seeking growth.
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Railsware helped BackOps improve software quality and speed. BackOps offers an integrated back-office solution for SMBs. Railsware engineers joined the... BackOps team to build complex features and boost code quality. After Railsware joined, BackOps saw better release quality and more automated tests. The partnership focused on accounting, HR, and financial reporting automation.
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Dialpad helped Parkway Solutions, a small accounting firm, solve communication problems with clients across the US. The team switched to... Dialpad for better call quality, easy setup, and the ability to use business numbers on personal devices. They use Dialpad for calls, SMS, and video meetings, improving workflow and client contact. Real-time transcription and sentiment analysis help with training and tracking client needs. Analytics let them monitor call activity and performance from a simple dashboard.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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ZoomInfo Sales and API helped BDO Canada cut dashboard update time by 87%. The firm moved from manual, reactive processes... to real-time, predictive insights. Self-service dashboards now give teams instant access to firmographic and intent data. BDO Canada uses predictive signals to manage clients proactively. ZoomInfo's support and tools drive firm-wide adoption and smarter decision-making.
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Orum helped Pure Bookkeeping boost their outbound prospecting. They switched from a competitor due to high costs and poor integration.... Orum integrated easily with Hubspot and was simple for non-technical users. The team now books meetings every half hour and connects with more prospects. Orum cut costs by half and improved connect rates, driving better business results.
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FBC used Scanbot Document Scanner SDK to replace hardware scanners for its field agents. Agents now scan and send tax... documents using smartphones, saving time and effort. The SDK ensures high-quality scans for smooth OCR processing. FBC collects over 350,000 documents yearly with this solution. Integration was fast, and workflows became more efficient for both staff and clients.
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Xenett used Archbee to build a public knowledge base for customer onboarding. Before Archbee, Xenett tried Zoho and Intercom for... documentation but found them lacking in user experience. With Archbee, Xenett created separate spaces for user training and onboarding, making it easy for customers to find answers. This reduced support tickets and improved the onboarding process. Xenett valued Archbee's ease of use and features like video embedding and sidebar navigation.
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Softr replaced four separate tools for THE BOARD, a collective of over 270 senior executives. The platform unified CRM, community,... client management, and forms into one branded membership solution. Softr automated six workflows and centralized member data, opportunity tracking, and event management. Members now access opportunities and resources in one place, boosting engagement and retention. The team manages all operations from a single dashboard, making growth and automation easier.
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The Financial Accounting Foundation improved its websites with RWS. The changes made the sites 1.5 times faster. Navigation and search... functions were better. Page views and engagement time increased. Content management and archiving became more efficient.
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The Financial Accounting Foundation improved its websites with RWS. The changes made the sites 1.5 times faster. Navigation and search... functions were better. Page views and engagement time increased. Content management and archiving became more efficient.
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The Financial Accounting Foundation improved its websites with RWS. The changes made the sites 1.5 times faster. Navigation and search... functions were better. Page views and engagement time increased. Content management and archiving became more efficient.
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The Financial Accounting Foundation improved its websites with RWS. The changes made the sites 1.5 times faster. Navigation and search... functions were better. Page views and engagement time increased. Content management and archiving became more efficient.
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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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Rossum helped This One, an accounting and consulting firm in the Czech Republic, automate document processing for its clients. The team used... Rossum’s AI to eliminate manual data entry and reduce reliance on paper invoices. This One integrated Rossum with their ERP system, enabling touchless invoice processing. As a result, their clients save 75% of their time on document processing. Employees now focus on specialized work, and the company attracts more tech-forward clients.
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infoRouter helps Deloitte & Touche manage documents for nearly 2,000 tax auditors. Auditors access and upload documents securely from the... field. The system sends instant updates on new procedures. Remote time sheet uploads speed up billing. infoRouter boosts efficiency, data security, and collaboration for consulting firms.
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The Financial Accounting Foundation improved its websites with RWS. The changes made the sites 1.5 times faster. Navigation and search... functions were better. Page views and engagement time increased. Content management and archiving became more efficient.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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Cloudingo helped 1-800Accountant clean up duplicate records in Salesforce. Before Cloudingo, sales reps annoyed clients with repeated calls due to... messy data. Using Cloudingo, they identified and removed duplicates, improving customer experience and credibility. 17% of total leads were duplicates before cleanup. Cloudingo made it easy to spot and fix data issues, saving time and reducing lost 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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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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Herbein used ClearlyRated to improve client feedback and boost client satisfaction. Before ClearlyRated, Herbein struggled with DIY surveys and data... overload. With ClearlyRated, they tracked Net Promoter Score and gathered actionable feedback. They achieved a 93.4 NPS and a 4.9-star rating. The firm retained at-risk clients, launched new HR advisory services, and saw over 30% revenue growth in the first year of the new service. Herbein now uses survey insights to guide marketing, staffing, and service expansion.
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SurveySparrow helped Pacific Accounting & Business Services (PABS) collect honest client feedback quickly. PABS used SurveySparrow’s easy surveys to spot... client issues early. The platform gave PABS useful data within weeks. This let them fix problems fast and improve client relationships. PABS now has a reliable way to measure client satisfaction and make better decisions.
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SurveySparrow helped Pacific Accounting & Business Services (PABS) collect honest client feedback quickly. PABS used SurveySparrow’s easy surveys to spot... client issues early. The platform gave PABS useful data within weeks. This let them fix problems fast and improve client relationships. PABS now has a reliable way to measure client satisfaction and make better decisions.
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SurveySparrow helped Pacific Accounting & Business Services (PABS) collect honest client feedback quickly. PABS used SurveySparrow’s easy surveys to spot... client issues early. The platform gave PABS useful data within weeks. This let them fix problems fast and improve client relationships. PABS now has a reliable way to measure client satisfaction and make better decisions.
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SmartSurvey helps Glover Stanbury cut survey costs and reduce paper use. The firm uses online forms for consistent data capture... and efficient sharing. SmartSurvey's skip logic ensures clients only answer relevant questions. Feedback from surveys lets Glover Stanbury tailor financial services. The software also supports HR tasks and improves internal processes.
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Scrubbed used ClicData to unify financial and operational data from QuickBooks, NetSuite, and Excel. They automated data updates and reporting... workflows, removing manual reconciliation. This improved accuracy and freed up time for strategic analysis. Scrubbed built over 20 custom dashboards for clients. Now, financial leaders can track key metrics and spot trends faster.
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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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Sisense helped LiveHire, a global total talent platform, deliver real-time analytics and insights to its clients. LiveHire needed a fast,... flexible, and scalable embedded analytics solution to handle over six million candidate profiles and large data volumes. After evaluating 30 BI tools, LiveHire chose Sisense for its white-label capabilities and strong support. The platform went live within four months, enabling LiveHire to present client data seamlessly and support rapid growth. Sisense allows LiveHire to scale analytics as its client base and data needs expand.
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Sisense helped LiveHire, a global total talent platform, deliver real-time analytics and insights to its clients. LiveHire needed a fast,... flexible, and scalable embedded analytics solution to handle over six million candidate profiles and large data volumes. After evaluating 30 BI tools, LiveHire chose Sisense for its white-label capabilities and strong support. The platform went live within four months, enabling LiveHire to present client data seamlessly and support rapid growth. Sisense allows LiveHire to scale analytics as its client base and data needs expand.
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WinPure helped Signetor Limited double their speed in responding to customer needs. Signetor replaced manual spreadsheet work with WinPure’s fuzzy... match technology and Word Manager. This improved operational efficiency and reduced manual data cleansing. The software’s automation and custom features made data merging faster and easier. Signetor gained more business with better processes and faster response times.
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BoardEx by Altrata helped a big four accountancy firm's PE value and portfolio creation team find warm connections and key organizational insights. The team used... BoardEx to map relationships and track investments of private equity firms and their portfolio companies. BoardEx provided accurate, reliable data and integrated with other tools. The platform made it easy to identify deal opportunities and start conversations. The team valued BoardEx for its unique relationship mapping and up-to-date news features.
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Greenstep uses Vainu’s real-time company data to improve lead generation and qualification. They inject Vainu’s data into a centralized data... lake, combining it with CRM and marketing automation tools. This helps Greenstep target and personalize sales and marketing campaigns at scale. The solution gives their teams a 360-degree view of accounts and streamlines account management. Greenstep highlights the simplicity of Vainu’s UI and the flexibility of its API as key benefits.
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Strategy Mapper helped YourEncore fix account planning and improve sales processes. Teams now use consistent account plans and have better... visibility into customer organizations. The Salesforce integration made adoption easy. Account teams spend less time on admin and more time with customers. This led to higher customer satisfaction and increased revenue.
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Insite, operating in the UK and US accountancy and CPA sectors, faced challenges sourcing passive, high-quality talent in a competitive market. By adopting LinkedIn's... Hiring Assistant, they achieved a 20% increase in revenue within months, with half of placements coming from previously unknown candidates. Recruiters reached 6x more candidates, saw a 2.15x increase in InMail response rates, and reduced time-to-fill by 7%. The AI-powered solution enabled Insite to secure a first-mover advantage, expand their talent pool, and reinforce their reputation as a forward-thinking partner.
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ZoomInfo Sales and API helped BDO Canada cut dashboard update time by 87%. The firm moved from manual, reactive processes... to real-time, predictive insights. Self-service dashboards now give teams instant access to firmographic and intent data. BDO Canada uses predictive signals to manage clients proactively. ZoomInfo's support and tools drive firm-wide adoption and smarter decision-making.
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ZoomInfo Sales and API helped BDO Canada cut dashboard update time by 87%. The firm moved from manual, reactive processes... to real-time, predictive insights. Self-service dashboards now give teams instant access to firmographic and intent data. BDO Canada uses predictive signals to manage clients proactively. ZoomInfo's support and tools drive firm-wide adoption and smarter decision-making.
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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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The Financial Accounting Foundation improved its websites with RWS. The changes made the sites 1.5 times faster. Navigation and search... functions were better. Page views and engagement time increased. Content management and archiving became more efficient.
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The Financial Accounting Foundation improved its websites with RWS. The changes made the sites 1.5 times faster. Navigation and search... functions were better. Page views and engagement time increased. Content management and archiving became more efficient.
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Mural helped fluent, a consulting company, cut their sales cycle from 9-10 weeks to 3. 5 weeks, a 60% decrease....The team uses Mural for visual collaboration, client proposals, and ongoing project tracking. Mural's templates and real-time features improved alignment, efficiency, and client relationships. Fluent now relies on Mural for both client work and internal collaboration, making teamwork faster and more connected.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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Grant Thornton used the ON24 platform to centralize and scale its webcast program. The company increased webcast production by 200%... and tripled its audience size. By streamlining operations, Grant Thornton reduced email volume by 20,000 while boosting attendance. Personalized weekly digests achieved a 20% click-through rate. The ON24 platform helped Grant Thornton beat all internal KPIs by at least 10%.
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Haysmacintyre, a top-25 UK accounting firm, integrated RingCentral with Microsoft Teams to unify communications. Staff can now make and receive... business calls directly in Teams, improving workflow and mobility. The solution replaced a complex, hard-to-manage phone system. Employees can access voicemail, messaging, and meetings in one app. The firm scaled easily and enabled hybrid work with reliable telephony anywhere.
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Haysmacintyre, a top-25 UK accounting firm, integrated RingCentral with Microsoft Teams to unify communications. Staff can now make and receive... business calls directly in Teams, improving workflow and mobility. The solution replaced a complex, hard-to-manage phone system. Employees can access voicemail, messaging, and meetings in one app. The firm scaled easily and enabled hybrid work with reliable telephony anywhere.
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Dialpad helped Parkway Solutions, a small accounting firm, solve communication problems with clients across the US. The team switched to... Dialpad for better call quality, easy setup, and the ability to use business numbers on personal devices. They use Dialpad for calls, SMS, and video meetings, improving workflow and client contact. Real-time transcription and sentiment analysis help with training and tracking client needs. Analytics let them monitor call activity and performance from a simple dashboard.
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LogMeIn Resolve gave RPG Crouch Chapman LLP full oversight of their IT assets. The accounting firm needed better IT management... and visibility. After stress-testing, they chose LogMeIn Resolve for its all-in-one remote support. The platform made IT management easier and more efficient. RPGCC now has total visibility and control over all devices from one simple dashboard.
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LogMeIn Resolve gave RPG Crouch Chapman LLP full oversight of their IT assets. The accounting firm needed better IT management... and visibility. After stress-testing, they chose LogMeIn Resolve for its all-in-one remote support. The platform made IT management easier and more efficient. RPGCC now has total visibility and control over all devices from one simple dashboard.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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Dialpad helped Parkway Solutions, a small accounting firm, solve communication problems with clients across the US. The team switched to... Dialpad for better call quality, easy setup, and the ability to use business numbers on personal devices. They use Dialpad for calls, SMS, and video meetings, improving workflow and client contact. Real-time transcription and sentiment analysis help with training and tracking client needs. Analytics let them monitor call activity and performance from a simple dashboard.
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BlackLine used ValueCore to improve its value selling process. Before, the team used Excel and PowerPoint for ROI models. This... was slow and had many errors. ValueCore made building business cases faster and more flexible. BlackLine doubled its close rates after using ValueCore. The team now presents to executives with more confidence and better visuals.
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Aider’s AI platform helped Hipp Accounting serve more clients and improve advisory services. The firm used Aider to quickly spot... discrepancies, saving time and boosting efficiency. Matthias Hipp says AI lets them focus on helping clients grow, not just compliance. Advisory work expanded, and the team grew to support more clients. Aider’s tools made scaling the business easier and more effective.
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Highspot helped Baker Tilly US increase its win rate by 16%. The firm struggled with disorganized sales and marketing content.... Highspot's sales enablement platform centralized content and improved collaboration. Pitch adoption reached 95%, and $2M in pipeline was influenced. Analytics and video email features helped Baker Tilly stand out and make better decisions.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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Mazars used the Sociabble employee advocacy platform to boost thought leadership and brand visibility. They launched regional and global instances... to address both local and global needs. The platform helped employees share approved content and create their own, increasing engagement. Mazars achieved an 88% user engagement rate and over a million monthly audience touchpoints. The program recognized top ambassadors and encouraged content creation across 79 countries.
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YourCause from Blackbaud helped Crowe LLC simplify corporate social responsibility work. The platform reduced admin tasks and made it easier... for employees to engage in giving and volunteering. Crowe used AI-powered tools to measure and share impact stories. The solution enabled faster donations and deeper team involvement. Crowe’s Purpose & Sustainability Manager praised the tools for making work life easier.
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Sociuu helped Beierholm, a top Danish accounting firm, boost social media visibility. Employees struggled to share updates due to busy... schedules. Sociuu's platform enabled a structured employee advocacy program. Engagement reached 70%. Beierholm saw a 7.6x ROI and broader reach at lower cost than paid media. Stakeholders now get timely updates on regulations and trends.
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Clearview Social helped BeachFleischman CPAs boost their website traffic from LinkedIn by 1,342%. The accounting firm saw a year-over-year increase... of 124 online leads. This led to $200,000 in new business in the first year. Employees found it easy to share content on social media. The firm used Clearview Social to expand their online reach and attract more clients.
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Influitive helped FloQast grow its customer community by 105% in the first month. FloQast switched from a discussion-only platform to... Influitive for better engagement and gamification. Features like points, rewards, and leaderboards increased customer participation. The integration with Salesforce supported business goals. FloQast surpassed its FY23 goal with 2,300 community members by June.
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Eightfold AI helped Ernst & Young (EY) shift to a skills-based approach for talent management. Over 143,000 employees created and... updated skills profiles. More than 205,000 employees are mapped to career roles. 79% of employees said skills profiles helped them focus on development. EY saw 3x productivity, 26% lower attrition, and 2.5x cultural change improvements in clients using Eightfold.
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Appical helped Baker Tilly, a top 10 accounting firm, launch a preboarding and onboarding app. The app gives new employees... a personalized experience and helps them get to know each other. It makes the onboarding process smoother and more structured. Employees become involved and productive from day one. The app also lets Baker Tilly collect feedback to improve the process.
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Beamery helped EisnerAmper improve their hiring process. EisnerAmper used Beamery’s CRM and Career Site tools to build strong talent communities... and re-engage past candidates. The solution integrated with Workday and supported proactive sourcing, bulk communication, and compliance. EisnerAmper’s Talent Acquisition team met and exceeded hiring goals. The implementation led to high adoption and better candidate experiences.
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Leapsome helped Modus Create build a feedback culture and improve people management. The company struggled with scattered meeting notes, lack... of feedback tools, and no central data for reporting. Leapsome provided features like 1:1 meetings, surveys, reviews, and Slack integration. Leaders quickly adopted the platform, making it easy to track feedback and meeting notes. The rollout was smooth, and managers became more engaged and empowered.
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Insite, operating in the UK and US accountancy and CPA sectors, faced challenges sourcing passive, high-quality talent in a competitive market. By adopting LinkedIn's... Hiring Assistant, they achieved a 20% increase in revenue within months, with half of placements coming from previously unknown candidates. Recruiters reached 6x more candidates, saw a 2.15x increase in InMail response rates, and reduced time-to-fill by 7%. The AI-powered solution enabled Insite to secure a first-mover advantage, expand their talent pool, and reinforce their reputation as a forward-thinking partner.
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Penneo helped Tax Consult, a Brussels-based accounting firm, move to digital document management. The team replaced paper signatures and manual... follow-ups with secure electronic signatures and automated workflows. This change saved time for both staff and clients. Clients now sign documents from anywhere, making the process faster and easier. Employees spend less time on admin and more on client advice. Regular training and Penneo’s support keep Tax Consult ahead in compliance and digital transformation.
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Evoliz needed a way to offer legal electronic signatures to their clients. Their clients wanted a simple and fast way... to sign documents online. Evoliz chose Yousign because it was easy to use, quick to set up, and had good pricing. The integration of Yousign's API was very simple for their developers. After using Yousign, Evoliz's clients saved time and found the process much easier. Clients gave positive feedback about the simplicity and time savings.
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Custom web-based accounting software replaced manual data entry and reduced reconciliation errors for a finance client. The solution used Angular,... Node.js, MongoDB, and ExpressJS to automate billing, payroll, and invoice processing. Real-time insights improved decision-making and workflow efficiency. The client scaled operations easily with the new platform. Team members liked the user-friendly interface and fast onboarding.
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Oneflow helped Knowit take control of their contracts. Before, Knowit used manual processes that caused delays and confusion. With Oneflow,... they digitized contract management and integrated it with HubSpot and HR tools. Signing time dropped from days to just one. Every department now uses Oneflow, making work faster and reducing errors. Knowit gained full oversight and better collaboration across teams.
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signNow helped PennyBooks. io, a digital accounting firm in the UK, move from a clunky, outdated e-signature tool to a...modern, fully digital solution. PennyBooks needed secure, GDPR-compliant document signing, easy automation, custom branding, and a user-friendly interface. signNow delivered on all these needs, letting PennyBooks automate onboarding and accounts finalization with Zapier. The new system improved client experience and reinforced PennyBooks' brand. Brendon Dallas, the founder, recommends signNow for businesses wanting to streamline document signing.
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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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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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Higher Logic Thrive helped AICPA and CIMA connect 580,000 members worldwide. The association needed to scale engagement and deliver resources... easily. Higher Logic Thrive provided a modern, intuitive platform with Salesforce integration and strong support. The solution eliminated manual processes and legacy tools. Members now access resources and network year-round in one portal. Staff and members report high satisfaction and streamlined operations.
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Higher Logic Thrive helped AICPA and CIMA connect 580,000 members worldwide. The association needed to scale engagement and deliver resources... easily. Higher Logic Thrive provided a modern, intuitive platform with Salesforce integration and strong support. The solution eliminated manual processes and legacy tools. Members now access resources and network year-round in one portal. Staff and members report high satisfaction and streamlined operations.
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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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Betty Blocks helped Forvis Mazars in Germany set up a no-code environment and citizen development program. The company trained over... 20 citizen developers and built nine business applications in eight months. Betty Blocks provided an easy-to-use, secure platform with strong IT governance and custom branding. The solution enabled rapid application development and a scalable, self-sustaining foundation. Forvis Mazars now has a center of excellence and a growing application library.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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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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Jackson Hewitt uses Bloomfire to onboard thousands of tax preparers each year. The company needed a way to keep employees... updated on tax laws and ensure compliance across offices. Bloomfire provided a central hub with custom homepages, role-based learning plans, and daily announcements. Employees now access critical updates easily and stay engaged with continuous learning. Jackson Hewitt saw faster onboarding, higher engagement, and improved compliance after adopting Bloomfire.
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Tettra helped Basis 365 Accounting replace a long, hard-to-update PDF with a searchable knowledge base. The team now quickly finds... standard operating procedures and customer information. Tettra’s Slack and Loom integrations made sharing updates and tutorials easy. Employees save time and answer questions faster. The company built a culture of self-service and efficiency using Tettra.
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PageUp Employee Connections helped a Big Four audit firm with over 300,000 employees cut campus recruitment events by 50%. The firm faced... high recruitment costs and low candidate awareness of job opportunities. With PageUp, they raised awareness for all divisions and programs. Over 1,200 candidates visited the platform monthly. Their top discussion received 26,000+ views. The solution delivered substantial savings in recruitment.
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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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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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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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Vertical IQ helps Roth and Co. , an accounting tax and advisory firm, prepare younger associates for client meetings. The...tool supports career growth by enabling associates to specialize in client industries. This focus helps build trusted relationships and deliver more value. Alice Lerman, chief growth officer, calls Vertical IQ essential for their firm.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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Armanino used Openprise to improve its marketing data quality. The firm wanted a stronger data foundation for better marketing results.... Openprise helped Armanino clean and manage its data. This led to more effective marketing campaigns. The company saw better results from its marketing efforts.
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Spotler CRM helped Cooden Tax Consulting move from spreadsheets to a cloud-based CRM. The consultancy improved lead tracking and reduced... manual work. Staff now have a central place to manage tasks and client relationships. Email campaigns and marketing tools in Spotler CRM support their outreach. Integrations with email, VOIP, and accounting systems are planned. The CRM's flexibility and support were key benefits for the team.
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Spotler CRM helped Cooden Tax Consulting move from spreadsheets to a cloud-based CRM. The consultancy improved lead tracking and reduced... manual work. Staff now have a central place to manage tasks and client relationships. Email campaigns and marketing tools in Spotler CRM support their outreach. Integrations with email, VOIP, and accounting systems are planned. The CRM's flexibility and support were key benefits for the team.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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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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Boulay used Deltek Maconomy to improve efficiency and security. They brought time, billing, and project management into one easy system.... The ERP solution made work simpler for their team. Boulay found it easier to manage projects and track time. Security also improved with the new system. The change helped Boulay work better every day.
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CIENCE helped LeanLaw reach mid-sized law firms with targeted email and LinkedIn outreach. LeanLaw, a financial software provider for law... firms, needed better direct outreach. CIENCE ran two projects: one for outbound campaigns to law firm partners, and another for research to build a list of accountants. LeanLaw saw improved results compared to previous vendors. The solution included sales research and multi-channel outreach.
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ZoomInfo Sales and API helped BDO Canada cut dashboard update time by 87%. The firm moved from manual, reactive processes... to real-time, predictive insights. Self-service dashboards now give teams instant access to firmographic and intent data. BDO Canada uses predictive signals to manage clients proactively. ZoomInfo's support and tools drive firm-wide adoption and smarter decision-making.
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Evans Associates Inc. used Textmagic to improve client communication. The firm struggled with missed calls and slow email replies. By... sending SMS reminders and updates, they saved time and got faster responses. Clients now get important information quickly. This led to fewer missed calls and better relationships with clients.
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MessageDesk helped J&J Financial Management Inc. save hours each day during tax season. The team used MessageDesk’s two-way text messaging... to get faster client responses. Integration with QuickBooks Online made managing contacts and communications easier. The shared SMS inbox ensured no client message was missed. Clients became more engaged and responsive, improving relationships. J&J Financial now completes tasks faster and spends less time on phone calls.
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FireText helped CKW Chartered Certified Accountants save time on client communications. Before FireText, the team spent two to three hours... each month chasing clients for VAT return information by email and phone. Using FireText SMS, they now spend about two minutes a month on the same task. Clients respond faster and appreciate the reminders. The platform's delivery reports show message success, and staff no longer use personal phones for work messages.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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Sage for Accountants helped Paul Ford Accountancy automate admin tasks. The platform simplified VAT, payroll, and compliance, saving time for... client work. Paul Ford grew his client base by one new customer each week. Features like bank feeds and digital receipts made daily work easier. The firm now plans to add AutoEntry and Copilot for more growth.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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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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Beauhurst helped Cooper Parry cut research time from 35% to 5% per originator. The data-driven sales model increased output per... person by 30–50% and audit fees by 5x. A 20% team size increase led to a 75% rise in results. Cooper Parry now targets prospects faster and closes more deals using live growth signals. The firm credits Beauhurst for enabling rapid, scalable growth and significant cost savings.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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Klara Papper used Winningtemp to better understand employee engagement and satisfaction. The platform gave managers real-time insights into staff sentiment... and revealed areas for improvement. Employee response rates reached nearly 100 percent, showing strong adoption. Managers used the data to guide performance appraisals and take action on feedback. The tool helped build a people-first culture and improved employee interaction.
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Xoxoday's reward platform helped Xero automate customer referral rewards. Xero faced high logistics costs, manual gift distribution, and limited customer... choice. With Xoxoday, Xero accessed a global reward marketplace and link-based rewarding. This led to a 25% increase in conversion rates and 20% year-over-year growth. Customers enjoyed more gift options and better experiences.
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Officevibe helped Le Chiffre keep a strong team culture across distributed teams. The company reached a steady engagement score of... 8.5 and an eNPS of 79. Le Chiffre used Officevibe to collect feedback and track employee engagement. The leadership shared engagement and financial results with all staff each quarter. This transparency and data-driven approach improved alignment and satisfaction.
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Cooleaf helped Aprio, a leading accounting firm, boost employee engagement during rapid growth. After shifting to remote and hybrid work,... Aprio needed to keep its 2,100 employees connected and motivated. Cooleaf's employee engagement platform provided more than just recognition—it brought teams together. Aprio earned Top 5 Workplace honors in Atlanta and ranked 26th on Accounting Today's Top 100 Firms list. Leaders praised Cooleaf for driving a strong, unified company culture.
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BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had... delivered inaccurate answers and caused employee frustration. BA Insight used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.
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Dialpad helped Parkway Solutions, a small accounting firm, solve communication problems with clients across the US. The team switched to... Dialpad for better call quality, easy setup, and the ability to use business numbers on personal devices. They use Dialpad for calls, SMS, and video meetings, improving workflow and client contact. Real-time transcription and sentiment analysis help with training and tracking client needs. Analytics let them monitor call activity and performance from a simple dashboard.
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CallHippo gave Future Connect Training an easy-to-use phone system. The old system was hard to use and made calls look... like spam. CallHippo's IVR and AI tools made call management better and saved agents time. CRM integration and 24/7 support helped the team work faster. FC Training saw more calls answered and better client interactions.
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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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Bean Ninjas used Better Proposals to streamline their sales process. They reduced proposal creation time to 20 minutes and automated... payment collection with Stripe integration. This helped them close 70% of proposals, adding nearly $8k in monthly recurring revenue. The team saved hours each month and managed sales with under 1 FTE. Better Proposals let them focus on client service, not admin work.
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Allen Accountancy used DocFlite to fix quoting delays. Before, only the owner could price new work, causing bottlenecks and lost... revenue. DocFlite let more staff create quotes and track them in a central pipeline. The CEO now approves quotes quickly. The team also uses DocFlite for client onboarding, sending forms automatically after quote acceptance. The software improved workflow and customer service.
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Gametize helped an auditing firm run a 3-month wellness program during their busy season. The firm used the Health-Made-Fun Challenge... to encourage healthy habits among staff. 135 employees joined the challenge, completing 989 activities and casting 2,478 votes. The mobile app made it easy for staff to join in and share photos of healthy actions. Gamification made wellness fun and interactive for everyone involved.
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Officevibe helped Le Chiffre keep a strong team culture across distributed teams. The company reached a steady engagement score of... 8.5 and an eNPS of 79. Le Chiffre used Officevibe to collect feedback and track employee engagement. The leadership shared engagement and financial results with all staff each quarter. This transparency and data-driven approach improved alignment and satisfaction.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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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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Expandly helped Rebecca Johnson, an accountant for a gaming card business, solve problems with sales visibility and tax compliance across multiple e-commerce channels. Before Expandly, uploading... transactions into Xero was slow and inefficient. With Expandly’s direct Xero integration, sales data now flows automatically and accurately, supporting VAT compliance and detailed reporting. Rebecca can access all data herself, reducing reliance on her client. This streamlined process lets Rebecca grow her business and keeps her client’s operations stress-free.
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Rightworks helped CPA Professionals, Inc. move from local servers to a secure cloud platform. The firm faced downtime and security... issues with on-premises systems. Rightworks Hosting enabled remote access, improved collaboration, and reduced IT overhead. The team now enjoys better security, reliable uptime, and more time for clients. The transition was smooth and gave the firm confidence to grow.
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Outlaw helps an enterprise tax and accounting firm manage over 90,000 contract renewals each year. The firm’s 8,000 employees use... Outlaw to streamline workflows and handle high volumes of contracts. Account executives can quickly edit, send, and track contracts for thousands of clients. Batch generation and bundling features save time and reduce manual work. Over 5,000 internal users and 1,500 signers benefit from a simplified contract process.
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PwC Finland uses MyFiles, powered by ContractZen, to help clients improve corporate governance. The cloud service offers contract management, board... portal, e-signature, and virtual data room tools. PwC markets MyFiles to small and medium-sized businesses, associations, and foundations. The solution supports compliance, data security, and rapid document access for audits and due diligence. MyFiles integrates with PwC’s MyBusiness workspace for audit, tax, and legal needs.
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KPMG used Relativity Contracts to review contracts with over 90% accuracy. They replaced manual extraction with AI-driven prompts and confidence... scoring. This change made reviews faster and freed up team resources. KPMG improved first-pass extraction accuracy from 25% to 90%. The team now handles complex contract formats more easily. Relativity Contracts helped KPMG deliver insights sooner and build client trust.
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Xero used Coveo's generative answering to improve customer support. Over 96% of questions in Xero Central are now answered with... Coveo-powered content. Xero saw a 40% reduction in average search time and a 20% decrease in sessions needing extra support. Customers get faster, more accurate answers and discover new features. Xero's feedback on the solution is very positive, helping them lead in customer experience innovation.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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AnswerConnect helped AccountingDepartment. com capture every after-hours call. The virtual accounting firm needed to be available 24/7 for its clients....Before AnswerConnect, they missed new business opportunities outside regular hours. With AnswerConnect's virtual receptionist service, they now never miss a call. This improved their customer experience and sales potential.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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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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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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BetterCloud helped Mauldin and Jenkins (MJCPA) automate onboarding and offboarding for their 550+ person team. The IT team faced challenges... managing a dispersed workforce and multiple applications. BetterCloud provided automated workflows, saving 146 hours in six months. The platform improved user account management, security, and compliance. Instant deprovisioning made offboarding fast and secure. MJCPA now operates more efficiently and can focus on strategic work.
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OneTrust helped Grant Thornton LLP build a privacy program for a transportation services client. Grant Thornton started with a clean... slate to create a full privacy program. They improved data inventory, made a new privacy policy, and set up rights and consent management. OneTrust provided its privacy automation platform. Grant Thornton used its experience to deliver a strong privacy solution for the client.
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Intercert faced frequent email impersonation attacks, risking brand trust and internal confusion. They used PowerDMARC to deploy Verified Mark Certificate... (VMC) and BIMI, adding a blue verified checkmark and brand logo to emails. The setup took just two weeks. This solution made it easy for recipients to spot real emails, reduced manual checks, and boosted customer confidence. Intercert now enjoys stronger email security and higher trust from clients.
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DropSecure helped Accupay Systems share sensitive documents like tax returns and payroll records securely. The CEO found DropSecure easy to... set up and use, with affordable pricing. The platform's end-to-end encryption and zero-knowledge file transfer protected client data. Minimal tech support was needed, but when required, the support team was responsive and helpful. Accupay Systems recommends DropSecure for anyone handling confidential information.
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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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CircleLoop helped DJCA, a technology-focused accountancy firm, switch from an unreliable VoIP system. DJCA used CircleLoop's Senta integration to log... call activity, sync contacts, and add notes during calls. The switch enabled remote work during Covid-19, with staff using CircleLoop on laptops and Jabra headsets for better call quality. DJCA found the interface easy and customer support helpful, saving time and improving communication efficiency.
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Lattice helped Trout CPA move from paper-based HR processes to a digital platform. The firm used Lattice to streamline performance... reviews and employee engagement. Employees quickly gave positive feedback after just two weeks. Lattice made it easier for HR to manage reviews and collect data. The platform also reduced admin work and improved employee experience. Trout CPA now uses one system for performance and engagement data.
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Spinify helped NextPath Career Partners boost sales team motivation with gamification. The team hit 1200 over quota after using Spinify.... Sales contests and leaderboards made work fun and competitive. Customization features kept the team engaged and excited. The CEO says Spinify is now essential for their daily routine.
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Pease CPAs used Skedda to manage their office hoteling setup. The firm needed a simple way to reserve offices and... conference rooms during their shift to a hoteling environment. Skedda helped them manage two offices with features like interactive maps and check-in. The team found the implementation process easy and smooth. Staff can now book workspaces without extra help, making the transition seamless.
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Strategy Mapper helped YourEncore fix account planning and improve sales processes. Teams now use consistent account plans and have better... visibility into customer organizations. The Salesforce integration made adoption easy. Account teams spend less time on admin and more time with customers. This led to higher customer satisfaction and increased revenue.
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Conductor Website Monitoring helped FreshBooks protect over $1M in SEO traffic value. The platform gave real-time alerts for site changes,... letting the team fix issues before they hurt search rankings. FreshBooks used Conductor to set up a Web Council, improving SEO governance and teamwork. The tool also supported quality assurance from staging to production. FreshBooks avoided major traffic losses and improved internal processes with Conductor.
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BrightEdge helped MYOB boost trial sign ups by 162%. MYOB used BrightEdge to improve organic search and lead generation. The... platform replaced their old rank tracking tool. MYOB gained over 2,000 new leads in three months. BrightEdge features supported better dashboarding, reporting, and keyword tracking.
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MeetRecord helped Bookmate cut new hire ramp-up time by 2x. Bookmate used MeetRecord’s snippet-sharing and AI-powered onboarding tools. New hires... became productive twice as fast. Knowledge sharing was 3x faster. Team efficiency increased by 50%. Bookmate improved onboarding and team performance with MeetRecord.
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ZoomInfo Sales and API helped BDO Canada cut dashboard update time by 87%. The firm moved from manual, reactive processes... to real-time, predictive insights. Self-service dashboards now give teams instant access to firmographic and intent data. BDO Canada uses predictive signals to manage clients proactively. ZoomInfo's support and tools drive firm-wide adoption and smarter decision-making.
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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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Superchat helps MEDWING, Germany’s largest healthcare job platform, reach 660,000 professionals. MEDWING switched from email to WhatsApp campaigns using Superchat.... This change led to a four times higher conversion rate than email. Career advisors now connect faster and more directly with candidates. Automated onboarding and targeted campaigns boost response rates. Superchat’s integration with Braze streamlines workflows and increases efficiency.
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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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AX Semantics helped Deloitte automate financial and risk assessment reports. Deloitte used the NLG platform to cut the effort for... recurring reports by up to 80%. The solution creates repetitive report sections automatically, letting analysts focus on intuitive analysis. AX Semantics integrates into Deloitte's toolchains for risk analysis, regulatory tasks, and internal recruiting. This automation improved efficiency and report quality for Deloitte's global operations.
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Xoxoday's reward platform helped Xero automate customer referral rewards. Xero faced high logistics costs, manual gift distribution, and limited customer... choice. With Xoxoday, Xero accessed a global reward marketplace and link-based rewarding. This led to a 25% increase in conversion rates and 20% year-over-year growth. Customers enjoyed more gift options and better experiences.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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Ibexa powers Mazars' main international website, 45 local sites, and the group intranet. Mazars is a global accounting and audit... firm with 12,000 employees in 55 countries. The company chose Ibexa to manage its digital presence across all regions. This solution supports high-traffic sites and advanced features. Mazars benefits from a unified platform for global and local content management.
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The Financial Accounting Foundation improved its websites with RWS. The changes made the sites 1.5 times faster. Navigation and search... functions were better. Page views and engagement time increased. Content management and archiving became more efficient.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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WinPure helped Signetor Limited double their speed in responding to customer needs. Signetor replaced manual spreadsheet work with WinPure’s fuzzy... match technology and Word Manager. This improved operational efficiency and reduced manual data cleansing. The software’s automation and custom features made data merging faster and easier. Signetor gained more business with better processes and faster response times.
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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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Brandpoint helped Gravity Software, a small accounting software company, boost brand awareness in a crowded market. Using guaranteed media placements,... Gravity's CEO's thought leadership article appeared on top sites like the Houston Chronicle. Brandpoint also performed a 30-page content audit and optimized Gravity's blog and website. As a result, Gravity saw a 49% increase in organic search traffic and more inbound leads from their website. The campaign positioned Gravity's leadership as industry influencers.
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Calendly helped Wendroff & Associates, CPA cut scheduling time by 50%. The firm doubled its tax planning sessions during busy... seasons. Automated workflows reduced email exchanges by 40%. Clients now book meetings faster and show up better prepared. Internal teams use templates for consistent scheduling. The result is more client meetings without adding hours or staff.
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Withum used Chili Piper to automate lead qualification and meeting booking. They switched from Calendly to Chili Piper for its... Marketo integration. Withum's sales team now books more meetings and sees higher attendance. The quality of leads improved with pre-qualification forms. Chili Piper helped Withum grow digital leads and close more opportunities from their website.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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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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TaxDome helped Accurant LLC, a 40-person accounting firm, improve efficiency and scalability. The firm faced challenges with scattered communication, manual... processes, and a complex tech stack. TaxDome unified communication, automated workflows, and consolidated software tools. The firm saved up to 1,600 hours per month and nearly $750,000 per year. Team collaboration and client experience improved with all data in one place.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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Leadpages helped Karla Dennis launch a webinar campaign that generated $72,000 profit in under 30 days. She used Facebook ads... and a Leadpages landing page with a 42% conversion rate to attract leads. The campaign focused on high-value content, urgency, and social proof. Karla's approach included a follow-up sequence to maximize customer lifetime value. The strategy led to over $100,000 in revenue in 2018.
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Xoxoday's reward platform helped Xero automate customer referral rewards. Xero faced high logistics costs, manual gift distribution, and limited customer... choice. With Xoxoday, Xero accessed a global reward marketplace and link-based rewarding. This led to a 25% increase in conversion rates and 20% year-over-year growth. Customers enjoyed more gift options and better experiences.
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LogMeIn Resolve helped RPG Crouch Chapman LLP modernize IT support. The accounting firm tested the remote support tool under stress... before choosing it. With LogMeIn Resolve, they gained full visibility and control over their IT infrastructure. The platform made IT management easier and more efficient. RPGCC now supervises all devices from one easy-to-use dashboard.
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ZoomInfo Sales and API helped BDO Canada cut dashboard update time by 87%. The firm moved from manual, reactive processes... to real-time, predictive insights. Self-service dashboards now give teams instant access to firmographic and intent data. BDO Canada uses predictive signals to manage clients proactively. ZoomInfo's support and tools drive firm-wide adoption and smarter decision-making.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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Klipfolio Klips helped Summit CPA Group replace static Excel and PDF reports with real-time, interactive dashboards. The virtual CFO firm... needed faster, clearer client reporting and found spreadsheets too slow and inconsistent. With Klipfolio Klips, they built dynamic financial dashboards, integrated multiple data sources, and used customizable user permissions. Clients now get always-updated, password-protected dashboards, making financial data easy to access and understand. The team scaled reporting quickly and improved client decision-making.
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Sage for Accountants helped Paul Ford Accountancy automate admin tasks. The platform simplified VAT, payroll, and compliance, saving time for... client work. Paul Ford grew his client base by one new customer each week. Features like bank feeds and digital receipts made daily work easier. The firm now plans to add AutoEntry and Copilot for more growth.
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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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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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Sage for Accountants helped Paul Ford Accountancy automate admin tasks. The platform simplified VAT, payroll, and compliance, saving time for... client work. Paul Ford grew his client base by one new customer each week. Features like bank feeds and digital receipts made daily work easier. The firm now plans to add AutoEntry and Copilot for more growth.
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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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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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B12 helped InFocus Payroll upgrade its outdated website. The old site was hard to update and slowed business. With B12,... founder Brian Bohley gained control and could refresh the site anytime. The new platform made it easy to add integrations like Calendly and Drift. InFocus Payroll now serves clients better and looks more credible online.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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LogMeIn Resolve helped RPG Crouch Chapman LLP modernize IT support. The accounting firm tested the remote support tool under stress... before choosing it. With LogMeIn Resolve, they gained full visibility and control over their IT infrastructure. The platform made IT management easier and more efficient. RPGCC now supervises all devices from one easy-to-use dashboard.
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Agentforce helped 1-800Accountant resolve 70% of customer inquiries. The company used Agentforce to improve customer service. This led to faster... answers for customers. The solution made support more efficient. 1-800Accountant saw better results with fewer resources.
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NAKIVO Backup & Replication helped Kieffer Stübben & Partner improve their benefit-to-cost ratio. The firm switched from a previous backup... solution due to poor support and high costs. With NAKIVO, they gained reliable technical support and faster recovery times. Instant VM and file recovery now take minutes, reducing workflow disruptions. The solution also saves storage space and eases IT team stress.
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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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