Case Study: Autax streamlines tax client onboarding with Clustdoc

How Autax uses Clustdoc to better help hundreds of clients with their tax preparation

Autax, a boutique tax services agency, needed a better way to manage its client onboarding and tax preparation process. Their previous method of collecting documents via email was time-consuming, lacked visibility, and created a cumbersome verification process for the team. They turned to Clustdoc's client onboarding software to find a more efficient solution.

Clustdoc provided a robust client portal and lightweight CRM that automated document collection, approvals, and sign-offs. This gave Autax full visibility and control over each client's progress through advanced dashboards. The results were significant, eliminating missing tasks, making it ten times easier to track team performance, and providing a superior digital experience for their clients, all of which saved the team considerable time.

Autax

Rajesh Verma

Tax Accountant SMSF Auditor