How 1 Small Accounting Firm Uses Workiro To Deliver An Exceptional Client Service, And Attract Top Talent

Challenge: Create An Unrivalled Client Experience

Despite being newly incorporated, Prosperia is not your average start-up accountancy firm.

The business has an impressive client portfolio – and a drive to deliver a professional, personal service that differentiates Prosperia from other accountancy firms.

“I’ve worked in firms where the software and IT systems have completely undermined both the client and the employee experience. Our vision was to create a culture where the client experience was unrivalled, and that meant investing in tools that simplify workflow and make life easy.”

Professional Compliance & Regulatory Needs

Prosperia needed a system that would allow them to achieve compliant digital signatures - quickly, and in a specific place on the document.

Workiro gave the Prosperia team an easy way to request, track and store e-signatures. As well as being far faster than paper-based methods, the cloud-based system offered the added advantages of document management, task management, Office 365 co-editing, automatic email management, instant messaging, and PDF markup.

Remote Collaboration

With 9 members of the team in a client-facing role, and a further 10 in back office and administrative roles, ensuring a single source of truth for securely sharing legal and financial documentation was paramount.

“Our admin team works remotely, so it is even more important that the system updates in real-time, and that we can have absolute trust that the files we access are the latest versions. Workiro integrates beautifully with our accountancy software, which doubles up as our CRM. So we have a single client database - with everything in one place, and no fighting with software!”

Going Above And Beyond

The team aim to use Workiro to create a secure, cloud-based document management system for all of their historic files -  going beyond the legal obligation of keeping files for 7 years.

“There have been times when clients have asked questions relating to how we handled an account years prior. If we have that information, we want to be able to access it at the click of a button. No trawling through files, no wasting time.”

Software that enhances productivity

The primary goal when Prosperia first launched was to offer exceptional service to clients.

At the same time as creating a productive, positive and passionate culture where people are empowered to reach their full potential.

Prosperia believe this ethos that attracts top talent –and engenders success – for the team, and their clients.

“Having helpful, easy to use tools in place is a big part of ensuring that we are easy to work with - and for."

Adam's final word:

"Using Workiro has allowed us to achieve exactly what we set out to achieve - seamless, modern client communication and secure document management which works with us, not against us!”