Case Study: Number Queen Ltd. achieves centralized job tracking and accurate billing for diverse financial services with smartQ

Number Queen Ltd. - Customer Case Study

Number Queen Ltd., a two-person financial services firm in Sacramento, needed a flexible way to track a wide range of engagements—payroll, sales tax, income tax, tax agency audits and ad hoc client requests—without being forced into client management tools tied to other tax software. Since October 2012 they have used smartQ, leveraging its boards, custom fields and ticket form designer to capture and organize diverse job types in one place.

smartQ provided customizable boards, tagging, a ticket/workflow form and search filters so Number Queen can find work by client, engagement type or specific items like IRS notices, make notes as tasks progress, and confirm billing. The result is consolidated project management, much better visibility and searchability across cases, and a clear reduction in missed billings because completed work is tracked and billed reliably.

Number Queen Ltd.

Olivia Henley

Number Queen Ltd.