Accounting Firm Extranet
Client
Expert Fiduciary Firm
Date
October 2023
Technologies
Project Overview
Secure platform for document sharing between accounting firms and their clients.
Problem
The accounting firm exchanged sensitive documents with clients via email, which posed significant security risks and tracking difficulties. Clients struggled to find important documents and the manual process caused delays in tax filings.
Solution
Development of a secure extranet with multi-factor authentication, document classification system by type and fiscal year, download portal with read tracking, automatic notifications for pending validations, and exchange monitoring dashboard.
Results
Complete securing of document exchanges, 60% reduction in validation delays, significant time savings for accountants and their clients, full compliance with GDPR and accounting standards.