Case Study: Plante Moran standardizes tax workflows and improves collaboration with monday.com

Plante Moran onboards 400 tax engagements with monday.com

Plante Moran, a large professional services firm, faced the challenge of creating a scalable foundation for its tax practice to support growth. They needed a platform to standardize project management, accelerate onboarding, reduce collaboration friction, create operational intelligence, and meet strict security expectations for sensitive data. They turned to the monday.com Work Management product to address these needs.

The solution implemented by monday.com provided a unified workspace that became the home base for operations. It offered standardization with flexibility, embedded feedback channels, and robust security controls. The results were significant, with 400 tax engagements onboarded in Phase 1 and 500 users actively collaborating on the platform. This created high demand from other teams and provided real-time insight into workflows, building a foundation for faster development and higher-value work.

Plante Moran