Michelle – CSBA
‘As a global accounting and financial management firm we have thousands of clients worldwide. We wanted to develop a client portal that would allow our clients to access all their data, information and reports from one place.
By working closely with Ingegr8IT we’ve been able to create a Client Relationship Management tool that makes it quick and easy for our clients to access the data and information they need through a friendly dashboard.
We started off with a basic idea of how it could work. Integr8IT took that idea and evolved it to create an innovative solution that is far, far more sophisticated than we every thought possible. At every step of the way they’ve provided ideas and suggestions to make it better. But they’ve also been amazing to work with. They’re responsive, innovative and accommodating, but they’re also really friendly, nice people to collaborate with. They have gone over and above to deliver on everything we wanted.
The final result is a world class, category leading Client Relationship Management tool that we’re about to rollout to our clients nationally and internationally. It gives our clients a snapshot of exactly where they’re at, at any time. They can see exactly how their business is performing, access data and reports at the click of a button and collaborate with our people. This tool and the solution that Integr8IT has developed, positions our business as an innovative industry leader, which will ultimately make our business more competitive.
Moore Stephens is a global accounting and financial management firm that delivers personalised and commercially astute audit, accounting, tax and business advisory services to businesses here in Australia and worldwide.
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