Case Study: Integrated Finance achieves a unified client experience with Portal

Integrated Finances works with Portal to launch a tech-enabled accounting firm

Integrated Finances, a modern accounting firm serving individuals, businesses, and technology companies, wanted a single place for clients to handle payments, messages, file access, and intake forms. To solve this, they looked for a client portal solution that could unify these core workflows.

Portal helped Integrated Finances launch a customer portal with billing, filesharing, messaging, and intake forms modules. With Portal, the firm was able to cancel 4 subscriptions, give clients a more unified experience, and reduce support time, while also enabling automated onboarding from their website.

Integrated Finance

Alex

President