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The problem
Accountific struggled with fragmented communication across multiple platforms, leading to inefficient client management and rising software costs.
David Montieth, founder of Accountific, faced significant challenges managing client communications across various channels. “We were getting emails, text messages, messages from other platforms, and it was really getting out of control,” he explained. This scattered approach created bottlenecks in their processes and made it difficult to track conversations over time.
The firm was using multiple software tools for communication, which not only led to inefficiencies but also increased operational costs. Accountific needed a unified solution to streamline both internal and client-facing communications while reducing expenses.
The solution
Moxo provided Accountific with a centralized platform for all client interactions, eliminating the need for multiple communication tools.
Accountific implemented Moxo as their primary communication and collaboration platform. This allowed them to centralize all client interactions in one place, making it easier to manage and maintain consistency across all communications.
The platform’s client-facing features, such as secure document sharing and text chat, were particularly valuable. David explains, “Moxo gets introduced to our clients at the discovery stage. We’ll set up text chat groups where they will have access to me on a private channel.” This flexibility enabled Accountific to meet clients’ needs on their schedules, crucial for their fast-paced food and beverage industry clients.
Moxo’s user-friendly interface also enhanced Accountific’s professional image. “It makes me and my firm look more professional than we did before, and I feel that’s going to give my potential clients and my existing clients more confidence in working with us,” David noted.
The result
Accountific reduced email volume by 90% and significantly cut software costs while improving client service efficiency.
The implementation of Moxo led to dramatic improvements in Accountific’s operations. David reported, “My email volume from my clients has decreased probably 90% since we started with Moxo.” This substantial reduction in email traffic allowed the team to focus more on high-priority tasks and less on tracking scattered communications.
Accountific also experienced significant cost savings by consolidating their software tools. “We’ve been able to get rid of other softwares. It’s made it much easier for me to run my business,” David shared. The streamlined workflows enabled by Moxo improved client management and team collaboration without the need for additional tools.
Overall, Moxo provided Accountific with a more efficient, cost-effective way to manage client relationships, allowing the firm to focus on delivering high-quality bookkeeping services to their food and beverage industry clients.
