Case Study: Rickard Luckin streamlines confirmations and client collaboration with Circit

How Rickard Luckin’s staff and clients benefit from Confirmations and Client Collaboration

Rickard Luckin, a large independent accountancy firm, faced challenges with an inefficient and non-user-friendly client portal that led to a lack of centralization. Their old system resulted in information being scattered across emails and the portal, creating extra work for staff to track down requests and placing a burden on clients. They sought a new solution to improve client interaction and collaboration, specifically for their audit confirmations and PBC (Prepared By Client) processes, leading them to the vendor Circit.

By implementing Circit's Confirmations and PBC Client Collaboration products, Rickard Luckin centralized all client interactions and evidence requests into one streamlined platform. The results included a significantly quicker turnaround time for bank confirmations, enhanced client relationships through clarity and transparency, and freed-up staff time. The Circit solution provided a clear audit trail and was met with positive feedback from both clients and staff, with 99% of clients responding positively to the new system.

Rickard Luckin

Amit Popat

Director