With increasingly high regulatory pressure and costs, today more than ever accounting firms face many challenges. In such a climate, customer service becomes a key differentiating factor that gives accounting firms the competitive advantage they need to excel.

Seeking to enhance its customer experience, this leading US accounting and business advisory firm implemented Metastorm BPM® across the entire enterprise. By automating processes in all areas of client service, the firm can now access important customer information in real time—delivering improved customer service while lowering overall risk.

BPM has also helped the firm comply with a series of regulatory requirements. Automating its audit and tax close process has helped the firm comply with SEC regulations. It has also met IRS guidelines—streamlining its quality control process that tracks the works carried out before a tax return is filed or an e-file tax is returned.

Watch the video testimonial below for more details.

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