The first leg of our strategy involved infusing their website with e-commerce functionality, providing clients with a secure and straightforward way to transact online anytime.
Subsequently, we engineered an all-inclusive web application to augment the firm's client management. This advanced tool empowered the accountant to swiftly register new clients, securely document their information, and seamlessly upload necessary files. But our design didn't stop at the firm's needs - we prioritized client convenience too, offering a feature for clients to access their files as needed. To ensure no tax deadlines were missed, we built an automated system that sent timely reminders via email and text messages.