Case Study - Accounting Firm

Business Challenge: Many clients accuse accounting firms of keeping them out of the loop, while doing their work. The process of working with accountants is one of the worst experiences clients of professional service firms can even endure. As a result many accounting firms are competing on price.

Diagnosis: This firm realized that in order to keep their projects more interactive with clients, they needed a mutually accessible platform by setting up a web-based system, so clients can track the progress of their projects.

Solution: The firm was looking for a web solution that gives them both the tool to building a website and managing the pages from any computer, and the necessary "back end", including email marketing, name capture for database, search engine optimization tools and many others.

Value Received: One of the greatest values the firm received from its content management system-based website was that they could post each client's project on the website, so clients could both view progress, and add their comments, making projects fully interactive, just as they requested. This approach made it possible for the firm to post and maintain complete tax archives on their secure server, so no information could go missing in action. The firm consolidated its database within the content management system's integrated database and started using it to stay in touch with people through newsletters and periodic announcements. The new website also proved to be valuable to promote the firm's workshops and seminars.