Implementing FileInvite
The on-boarding process began with custom templates to match the requirements of various teams, tax and accounting processes. Ensuring simplicity and clarity in the instructions given to clients was paramount. Their cliente - remote working entrepreneurs and small businesses - are never keen to take on anything they consider convoluted or complex.
Mapping the native integration with their Box cloud storage ensured all files were routed to client specific folders. Where they were grouped and named according to task.
Leveraging the ability to schedule and send invites in bulk, Month, Quarter and Year End requests were scheduled across their clients. Eliminating the need for manually sending reminders and requests by hand.
With central templates complete, thee system was rolled out across their team of consultants in days.
It's been super helpful for our firm in terms of organization and providing a great client experience.
- Alexandra Jumper
