Overview
Edwards Group CPAs, a firm with seven full-time employees and four seasonal staff, upgraded its CPA firm workflow by implementing Firm360. Previously reliant on a fragmented system of Practice CS, FileCabinet CS, and SmartVault, the team struggled with inefficiencies in document management, time tracking, and client communication.
Firm360 provided a unified, intuitive platform that consolidated critical workflows — resulting in improved client satisfaction, better team productivity, and operational clarity during even the busiest seasons.
Challenge
Before Firm360, Edwards Group CPAs managed its operations across multiple disconnected platforms:
- Practice CS and FileCabinet CS for time tracking and file storage
- SmartVault for client file sharing
- Manual coordination for everything in between
This created a disjointed CPA firm workflow. Staff juggled multiple systems daily, and clients often struggled to access portals or share documents securely.
“We needed better time tracking, better invoicing — and a more intuitive way to share documents with clients. Bottom line is that we had outgrown our old systems.”
Solution
To eliminate inefficiencies and modernize operations, the firm adopted Firm360’s all-in-one platform, focusing on:
- Replacing Practice CS and FileCabinet CS with integrated workflow tools
- Launching a secure, password-free client portal for easy file exchange
- Syncing seamlessly with UltraTax, enabling direct document filing and availability
- Firm360 provided full onboarding support, including hands-on data migration and recorded training sessions to ensure team success.
“The team at Firm360 helped us pull data out of UltraTax and Practice CS, and are always quick to answer questions.”
Results
Within the first year with Firm360, Edwards Group CPAs saw measurable improvements:
- Higher client satisfaction with the intuitive, mobile-friendly client portal
- Widespread client adoption, even among older clients across the U.S.
- Time tracking, billing, and document sharing now managed in one system
- Smoother tax seasons, thanks to simplified workflows and centralized files
“Even our elderly clients love the portal. It was easier than mailing and didn’t require passwords. We were shocked!”
Firm360 improved both internal efficiency and external service:
- Leadership has better visibility into status, workloads, and deadlines
- Staff now focuses on client work, not system workarounds
- Seasonal hires get up to speed faster
Facing the same workflow issues? Discover how Firm360 can help your team to simplify — book a demo today and see it in action.
