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
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.
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.
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
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.
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.
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.