Create online visibility and optimize workflow

The objective of this mandate was twofold! Caroline's ambition was to give her company greater online visibility, while optimizing the tax preparation process for her clients.

To meet her needs, we carried out several initiatives. Firstly, we developed a website to promote CP Comptable's services. We integrated a specific page dedicated to the tax process. On this page, clients can easily learn about the steps involved in preparing their file, find templates of the required documents, and file their documents using an online deposit system. This approach has enabled us to better guide clients through the process, and to centralize the receipt of documents.

At the same time, we began a digital transformation process for CP Comptable. Leveraging Microsoft 365, we introduced accounts with professional email addresses for each employee, as well as group addresses for each department. These measures not only improved access control to sensitive data, they also strengthened information traceability. Finally, we migrated all client files to SharePoint so that they were accessible to all accountants, facilitating collaboration within the organization.

Thanks to this initiative, CP Comptable was able to increase its online presence while modernizing its internal processes, delivering an improved experience for both the company and its clients.