Case Study: Accufirst improves client management and customer service with Automation Centre Project Tracker

Accufirst - Customer Case Study

Accufirst, an accounting firm specializing in clients with IRS issues, faced challenges with a non-scalable, custom File Maker system that lacked integration with Microsoft Outlook. This made it difficult to accurately track billable hours, which was critical for their retainer-based business model. To address this, they turned to the vendor Automation Centre for a solution.

Automation Centre implemented Project Tracker, which integrated directly with Microsoft Outlook Journal to provide a central repository for all client activity and communications. This solution saved Accufirst money by leveraging their existing infrastructure and required near-zero training. The results included a fully paperless system, efficient remote access for three offices, and dramatically improved customer service and organizational production.

Accufirst

William Dooner

President