ACCOUNTANCY SOFTWARE SOLUTIONS
THE PROBLEM:
Postage was an expensive cost centre for this respected Merseyside Chartered Accountancy Practice.
Keeping on top of wet-ink signatures and chasing documents for filing with HMRC consumed too much valuable staff time.
THE SOLUTION:
Document Management and E-Signature system for Professional Services
HardyFinch provided a must-have mobile app for clients backed with an intuitive admin hub for staff at the practice.
This allowed clients to get at all their documents with one click, approve multi-party, legally compliant e-signatures for signing off documents, live chat about specific documents and send in documents.
THE OUTCOMES:
- Improved customer engagement.
- Reduced time spent chasing customers.
- Shortened time that documents are out for processing/signing.
- Created an almost zero cost centre for postage.
- Reduced Telephony cost centre.
OUR APPROACH
- Provide clients with a simple app to store all key documents.
- Save time by using eSignature system to get accounts signed off.
- Keep clients engaged and feeling valued by using support chat feature.
- Centralised, process-driven storage of documents keeps everything easy to find.
- Promotes consistent processes across all staff.
POINTS OF DIFFERENCE:
- We hold a sizeable landbank of IP (Intellectual Property) – software code that allows us to:
- Reduce build and delivery times by up to half.
- Reduce the cost by as much as 7X against typical software company prices on a like for like basis.
- Maintain a tailored fit and bespoke solution experience.
- Create faster return on the initial sink hole investment.
POINTS OF DIFFERENCE:
- We fix on price. Even with projects in 6 figures.
- We offer Permissive Authority Licenses, rarely offered by software companies, allowing a customer the right to continue development in the future through another party.
- We often invest, through our HardyFinch Ventures in clients projects, up to 50% if there is a future commercial viability and opportunity.
- We offer interest free payment plans to support cash flow.
We have significantly reduced cost centres in our business.
Postage and telephone cost centres have significantly lessened since using the platform and app. The cycle of completing paperwork and getting that filed has shortened and the reductio in chasing for signatures on important time sensitive paperwork has been removed as the system can chase and remind clients for us.
TECHNOLOGY WE WORK WITH:
