Accounting
From Chasing Documents to 70% Time Savings
Small CPA firm in Mississauga automates client onboarding and document collection
The Challenge
Mississauga CPA firm was spending 15+ hours weekly chasing client documents. Manual follow-ups and paper-based processes were slowing down tax season.
How We Solved It
Automated document request sequences
Digital document collection portal
Smart reminder system
Automated client onboarding
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Key Achievement
-70%
Document collection time
Impact Analysis
70% reduction in document collection time
90% of clients submit documents digitally
50% faster tax return preparation
100% client satisfaction rate
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