Case Study: Baker Tilly achieves 95% project efficiency with iDeals

How Baker Tilly improved project efficiency by 95% with iDeals

Baker Tilly Costa Rica, part of the global Baker Tilly International network, needed a secure and efficient way to manage a surge of new client projects after launching in Costa Rica. The team had to centralize documents, control access for internal and external stakeholders, track activity, and stay compliant with local regulatory requirements.

iDeals provided a virtual data room with granular permissions, secure document storage, SMS-based secondary authentication, activity tracking, notifications, reporting, and an automatic index for document management. With iDeals, Baker Tilly improved project efficiency by 95% while strengthening security and collaboration across clients and stakeholders.

Baker Tilly

Alberto Porras Rojas

Managing Partner