Client: Accounting Firm
Case Background:
The client needed a dashboard to manage their accounting clients and automate a number of steps in providing their accounting service, including sending tax payment reminders and generating business compliance documentation.
CRM Dashboard
We designed a simple CRM dashboard with features including:
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Dashboard views for the client to manage their clients' document onboarding, billing history, business activity, and more.
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One-click action buttons to cancel or re-activate services, send documentation to clients, and update various business details for clients, such as the company's registered address and activation date.
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Calculations and views for revenue forecasting and easily viewing each client's payment history and expected payments.
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​Automatically updated status fields showing payment status, business registration status, and missing documentation. All can be manually updated as well.
Automated Accounting Service
We built a back-end system to automate numerous accounting tasks and workflows for the agency, including:
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Generation of onboarding and compliance documentation via custom HTML code, triggered either from the dashboard, or a custom form portal where clients could enter details. Documents would be added automatically to the dashboard, and in some cases, emailed to the client.
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Automated subscription management notifications to the agency and client for clients who were overdue on accounting payments. The agency's notification would contain a custom URL to quickly cancel or suspend their service, fully synced with the client's payment gateway and accounting software.
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Full 2-way synced integration with the agency's accounting software, including sending new clients their account details and a generated temporary password upon registration.
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An automated system to schedule, generate, and send a number of accounting reminders and reports to clients via email.
