Case Study: Outbased achieves secure client collaboration and efficient financial reporting with Clinked

How does Clinked work for this accounting firm

Outbased, an accounting firm, needed a highly secure and collaborative platform to manage and share sensitive financial data with its clients, moving away from insecure and inefficient methods like email. They required a solution for secure file storage, real-time collaboration with clients and third parties, and tools like version control and task management to meet strict compliance deadlines. They chose Clinked's white-label client portal service to address these challenges.

By implementing Clinked, Outbased gained a branded portal with bank-grade security that provided secure file sharing, document collaboration, and task management. This resulted in significantly improved client communication and streamlined internal processes, allowing the firm to efficiently deliver monthly reports and ensure deadlines were met. The vendor, Clinked, provided a perfect fit with its pay-as-you-grow model, exceeding Outbased's expectations for a collaborative and secure portal.

Outbased

Simon Lee

Founder