Family Medical Practice
Healthcare & Medical
Family Medical Practice
Family Medical Practice reception team overwhelmed with phone calls—appointment bookings, prescripti...
Accounting & Finance📍 Sydney, NSW
Precision Accounting
Client Portal Streamlines Tax Season
-72%
Document Collection
+85%
Client Satisfaction
+40%
Tax Returns Processed
⚡The Challenge
Tax season meant drowning in client emails with sensitive documents. Clients emailed receipts and statements, creating security risks and organization nightmares. Chasing missing documents delayed tax returns. Clients frustrated by back-and-forth emails. They needed secure way for clients to submit documents and track tax return progress.
💡Our Solution
Built secure client portal where clients upload tax documents directly. Clients see what documents are needed and what they've submitted. Status tracking shows where their tax return is in the process. Automated reminders for missing documents. Secure messaging eliminates email. Mobile-friendly so clients can snap receipts with phone and upload immediately.
📊The Results
-72%
Document Collection
Time spent chasing documents
+85%
Client Satisfaction
Clients love portal convenience
+40%
Tax Returns Processed
More volume with same staff
“Tax season used to be email hell. Now clients upload everything to the portal and see their progress. We process returns faster, clients are happier, and sensitive documents are actually secure. Should have done this years ago.”
MT
Michelle Tan
Principal, Precision Accounting
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