Case Study: Basis 365 Accounting achieves operational excellence and faster team self‑service with Tettra

How Tettra helped Basis 365 Accounting ensure operational excellence for their clients with easily accessible and always-updated standardize operating procedures

Basis 365 Accounting, an outsourced, 100% cloud-based accounting firm, needed a better way to maintain and share standardized operating procedures as the company scaled. Co-founder Mike Doan was managing an 80–100 page Word/PDF doc that became outdated too quickly and was hard for a distributed, chat-first team to search, so Basis 365 partnered with Tettra to find an always-up-to-date, searchable solution.

Tettra delivered a simple, bite-sized internal knowledge base with Slack and Loom integrations that lets the team update SOPs, embed screencast tutorials, and publish firm-wide required reading quickly. By using Tettra, Basis 365 eliminated repetitive questions, increased self-service across four time zones, sped problem resolution, and made operational knowledge easy to find and keep current.

Basis 365 Accounting

Mike Doan

Co-founder