Accounting Firm Website Comfisgest
Client
Comfisgest
Date
November 2023
Technologies
Project Overview
Professional website for accounting firm with client portal and document management.
Problem
The accounting firm managed document exchanges with clients via email, which posed security issues, version tracking problems, and organization challenges. Clients had difficulty finding their documents and the manual process was time-consuming.
Solution
Development of a professional website with secure client area, document management system with versioning, portal for downloading and uploading accounting documents, automatic notification system, and online appointment booking.
Results
40% time savings in document management, improved exchange security, increased customer satisfaction through autonomy in document access, and reduced errors in exchanges.