Empowering Altius CPA Through a Custom Integrated Client Portal
Altius CPA—a forward-thinking, virtual concierge CPA firm known for its modern approach to accounting, tax planning, and business advisory services—was facing a common challenge in today’s digital landscape.
Despite utilizing several best-in-class software tools for various functions, their client interactions were fragmented. Clients needed to log into separate systems for financial data, tax planning, document management, scheduling, secure messaging, and more. Recognizing the need for a streamlined, user-friendly experience, Altius CPA partnered with us to create a custom client portal that integrated these disparate systems into one cohesive platform.
Before the integration, Altius CPA’s clients encountered several pain points
Fragmented User Experience
Clients had to navigate roughly seven different software applications to access essential services such as accounting data, tax planning tools, document management, and appointment scheduling.
Data Silos
With critical business processes running in isolation, consolidating client data for real-time decision making was both time-consuming and error-prone.
Inefficiency and Redundancy
Multiple logins and interfaces not only led to user frustration but also increased the potential for errors and delays in information exchange.
Security Concerns
Each software solution had its own set of security protocols, making it challenging to ensure uniform data protection and compliance.
Our goal was to design a single access point that would serve as a comprehensive digital front door for their clients. The project involved:
Requirements Gathering
Collaborating closely with Altius CPA stakeholders to map out the user journeys and determine which software tools were essential.
Identifying the key functions to integrate, which included:
Proposal and Engagement letter generation
In progress Project statuses
Cloud Accounting Software
To facilitate proactive tax strategies.
Tax Payment Reminders and Planning
Request clarification on uncategorized amounts in their QBO files
Billing and invoicing
Easy way to pay for fees
Document Management System
For secure upload, storage, and retrieval of sensitive files.
E-Signature Platform
Streamlining the execution of contracts and forms.
Client Relationship Management (CRM)
To centralize client interactions.
Scheduling & Video Conferencing Integration
Enabling easy appointment booking and virtual meetings (e.g., via Zoom).
Secure Messaging System
For confidential communication that complies with industry standards.
Design & Development
User-Centric Interface
We created a modern, intuitive interface ensuring that even non-tech-savvy clients could navigate the portal with ease.
Security & Compliance
Our team implemented end-to-end encryption and adhered to strict compliance standards, ensuring that client data was protected at every touchpoint.
Robust API Integrations
Leveraging API-based connections, we integrated all seven software solutions. This not only allowed data to flow seamlessly between systems but also enabled a unified authentication mechanism (single sign-on) to reduce the need for multiple logins.
Agile Methodology
Through iterative development and regular feedback sessions with Altius CPA, we refined the portal to meet their evolving needs.
Testing & Deployment
Rigorous testing was conducted to validate that all integrated systems performed as expected under various scenarios.
Training sessions and comprehensive documentation were provided to ensure a smooth transition for both staff and clients
The launch of the custom client portal transformed the way Altius CPA interacted with its clients. Key outcomes included:
Enhanced Client Experience
Clients now access all essential services through a single, intuitive dashboard. This consolidation has significantly reduced the time spent navigating between platforms, resulting in higher client satisfaction.
Operational Efficiency
The integration led to a 40% reduction in administrative overhead as data is now synchronized automatically between systems. The unified platform has minimized manual data entry and reduced error rates.
Improved Communication
The secure messaging and integrated scheduling features have streamlined client-CPA interactions, enabling faster response times and more effective follow-ups.
Scalability & Future-Readiness
With the new portal, Altius CPA is better positioned to scale its operations and adapt quickly to future technological advances, ensuring they remain at the forefront of the industry.
