aprio-logo-tagline

Exceptional first impressions and customer service through automated document requests

 

IN THIS SUCCESS STORY:

Overcoming Operational Hurdles: Aprio needed to solve the challenges of remote clients, complex documents and inefficient document collection.


Elevating Workflows and Delighting Clients with FileInvite: Alexandra and the team at Aprio facilitated a more efficient workflow and prioritized their client's needs more effectively.

 

CONTENTS:

Aprio Cloud + FileInvite

"Sending reminder emails, sifting through attachments and chasing files distracts us from our core competencies. Using FileInvite eliminates this. It lets us focus on bringing insights and value to our clients."

 

- Alexandra Jumper, Director of Client Success, Aprio Cloud

About Aprio Cloud

 

Headquarters: Atlanta, Georgia
Employees: 200+

Aprio Cloud, an Outsourced Accounting and Professional Services firm, stands out in its commitment to providing clients with top-notch tax advice, accounting, and CFO services. As a dedicated Xero partner, the firm embraces virtual consulting as a cornerstone of its approach, emphasizing seamless collaboration despite never meeting the majority of clients in person.

Aprio Cloud shines in teaming up online, making them a reliable and up-to-date ally for businesses seeking efficient, tech-savvy, and client-focused financial solutions.

Aprio Cloud + FileInvite

Revolutionizing Document Collection

Understanding Aprio Cloud's Challenges & Tipping Points

Challenges 

  • Remote only clients
  • Complex lists of documents
  • Repetitive requests, quarter after quarter, year after year
  • No automated follow up

Click here to learn more about document collection. 

The Tipping Point

Collecting client documents was a pain. Back and forth emails with clients over what they had and had not submitted was embarrassing. With clients uploading documents to a shared Box folder - supplemented by email attachments -  the workflows and processes required a lot of focus to execute.

Enhance Your Client Experience

FileInvite helps you to:

  • Get documents back 80% faster
  • Focus on customers and their needs
  • Boost productivity and grow your firm
REQUEST A DEMO

Optimizing Workflows: Custom Templates and Seamless Integration

A Strategic Approach
 

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, the 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

"It's been super helpful for our firm in terms of organization and providing a great client experience." 

- Alexandra Jumper, Director of Client Success, Aprio Cloud

Streamlined Excellence: Maximizing Efficiency and Client Value

 

Effortless Document Management with Custom Templates

The custom templates and native integration to their existing file storage solution has created a hands off automated process. With document batches stored and sorted to client, the scheduled requests allow the team to have the data the need on time and without the chasing. 

Adding Value with Automated Data

With data collection automated, Aprio Cloud are able to focus on adding value for their clients . They now have time to provide their clients with data visualization and analysis that can give them an overview of their finances at a glance.

Swift, Secure, Seamless: Streamlining Loan Document Processing with FileInvite

 

SAVE TIME

Save 2+ hours on each application

Not only does that save your team two hours of manual, repetitive work on each and every application, but it allows them to redirect their time to higher-value tasks.

MITIGATE RISK

SOC 2 Type 2 compliant with 256-bit encryption

FileInvite is also GDPR, HIPAA and FERPA compliant, allowing that you and your clients to transfer sensitive information with peace of mind.

 

WOW CLIENTS

Increase application completion rates by 34% 

Give your clients complete visibility into the document collection process, and confidence into how your collect sensitive information, improving application completion rates, and also member experience.

Delight Your Clients With The FileInvite Experience

REQUEST A DEMO GET MY UNIQUE BUSINESS CASE