Case Study: Gheen & Co., CPA achieves automated workflows and increased productivity with Wrike

Wrike API Drives Innovation and Efficiency for Gheen & Co, CPA

Gheen & Co, CPA is a fast-growing Colorado accounting firm that serves medical professionals and high-net-worth business owners. Faced with a high volume of year‑round deliverables, the need to integrate with existing tools, protect sensitive client data, and better allocate work during peak tax season, the firm adopted Wrike to streamline operations.

By using Wrike Blueprints, the Wrike API integrated with Microsoft Power Automate and Zendesk, plus Wrike Spaces and Wrike Resource, Gheen automated client onboarding and task creation, enforced secure client separation, and gained clear visibility into staff workload. The result: tasks are auto-generated from forms and support tickets, time tracking and resource planning improved, manual effort dropped, and the team handles peak periods more efficiently.

Gheen & Co.

Cory LaPlante

Business Consultant