Amanda approached us in the second half of 2020 because her firm was looking for a platform to streamline their firm’s processes and enable remote working. Before Firm360, their team had to haul boxes of work documents between home and the office if they wanted to work remotely. They had the opportunity to add more clients, but couldn’t service them without hiring more staff to keep up. In the first 3 months, they were seeing improvements in their teams productivity, had much better visibility into what everyone was working on, staff could easily work remotely as needed because all of their documents were stored digitally. They were also able to improve digital communications with clients using the secure client portal.
“I would recommend Firm360 to any accountant desiring to move their firm more digital – whether that be to allow remote working, save time pushing paper, or just better organize the workflow of the firm...Any user of T/R’s Practice CS invoicing and File Cabinet document management will fall in love with Firm360. It’s easier to use, has more capabilities, and does it in a fraction of the time.” - Amanda Spivey, More & Spivey, CPA, PA
Name: Amanda Spivey
Date Started: September 2020
Before: Could not grow business without hiring, it was difficult to work remotely and collaborate with the team.
After: Team can work remotely, productivity way up, clients love secure portal
Timeline: 3 Months