Staff: 1
Clients: 40+
Location: Copenhagen, Denmark
Services: Bookkeeping, accounting, reconciliation, auditing, annual accounts preparation, reporting
Meet Hawal Faek, owner of BOGVISER ApS, a firm based in Denmark with more than 40 clients, specializing in providing start-ups and small businesses with a range of services that include bookkeeping, accounting, auditing, reconciliation, annual accounts preparation, and reporting.
Hawal hasn’t looked back since he started using TaxDome more than six months ago. With TaxDome, Hawal has unified his workflows, increased organization and operational efficiency, and improved his client experience — boosting clients and revenue as a result.
We asked Hawal about his experience using TaxDome and how its quick implementation solved his workflow problems. Here’s everything he had to say.
The problems BOGVISER experienced before TaxDome
Difficulty keeping track of client information and tasks
Hawal described the issues he faced before using TaxDome: “The biggest one was to get an overview of all my customers… which accounting programs they used, their company size, and the different agreements I had.”
As a solo practitioner serving business clients with many needs — from bookkeeping to reconciliation, reporting, and more — Hawal found it especially difficult to manage his clients’ information and track the work he needed to do for them.
It was a bit difficult for me to keep track of all these customers. I had often written it down in notes, in Excel, in an email, where I always had to remember where it was that I had written it and had to spend a lot of time to find it.
Other systems fell short of Hawal’s needs
Hawal knew he needed an organized overview of his clients and the services they required — but finding the right practice management platform that met all his needs proved difficult.
I used almost all the ones on the web. I looked at so many different ones… And none of them worked for me.
He explained why other systems fell short: “Their products didn’t offer what I needed as a bookkeeper and accountant, or their package was way too big for me, or they offered way too much sales and were pushing the sale — where I had more of a need to offer better customer service.”
For Hawal, it wasn’t just about optimizing his processes; it was equally important to find a platform that would ensure an exceptional client experience. Unlike other software companies, which, in Hawal’s experience, focused on the hard sell, TaxDome showed Hawal how the product would meet both his and his clients’ needs – and then gave him the implementation support to make it happen.
The problems TaxDome solved for BOGVISER
Centralized client management and simplified communication
I chose TaxDome precisely because it gave me an overview of my customers and the special agreements I had. And also I could offer better customer service; I could respond to my customers faster.
TaxDome’s CRM solved Hawal’s biggest problem: difficulty keeping track of all his clients. Hawal no longer has to search for important information in notes, spreadsheets, or emails; he now stores and manages all client data in one secure place.
Using secure messages, email integration, and other essential CRM features in TaxDome, Hawal also finds it quicker and easier to communicate with his clients — which has improved his customer service.
A superior client experience
Hawal’s clients find it easy to use the client portal via TaxDome’s highly-rated client mobile app, which allows them to send secure messages, e-sign and upload documents, and more — all on the go.
“My customers have been happy with the customer portal,” said Hawal. “I have not had any negative comments from my customers; they have all opened it and it’s been easy to use, so there haven’t been many questions about how we do this and how we do that — it’s just been a natural flow for my customers to use TaxDome with the mobile app.”
What today’s clients expect from accounting professionals:
● 91% desire easy-to-use digital tools or software
● 86% desire a single platform for all communications and
document sharing
As innovation catapults us forward, it’s crucial to not lose sight of client expectations. In our industry report, gain new insights into what clients now expect from accounting professionals, as told to us by clients, and why technology is emerging as the key to gaining your clients’ trust and confidence.
Stay tuned for the release of our industry report!
Streamlined and consolidated accounting processes
Hawal’s job has become easier overall thanks to TaxDome’s comprehensive features that streamline and consolidate all his accounting processes in one place.
I have saved time in my daily tasks by getting a faster overview of my customers. It’s running time that can’t be measured, but it’s a few clicks here, a few clicks there… I have more time at the end of the day.
As a result, Hawal has also scaled up his firm within the past six months without needing to hire staff.
I have been able to increase revenue with TaxDome by acquiring new customers.
Fast implementation
Hawal was concerned about the learning curve when he looked at other software: “For me, it was really important not to spend too many hours on the program itself, to get to know the program — but where I could spend more time servicing my customers and giving them a better service.”
TaxDome’s free unlimited support and one-to-one training sessions removed that concern for Hawal while helping him get set up quickly and personalize TaxDome for all his needs.
I was held by the hand in getting to know the program, in knowing the best paths, the best possible ways to work in TaxDome.
The results BOGVISER achieved with TaxDome
In just 6 months with TaxDome, BOGVISER has:
- Increased organization and operational efficiency thanks to unified workflows and a clear overview of all client info and tasks
- Improved customer service and client satisfaction by providing a seamless client experience that simplifies all touchpoints
- Scaled up and boosted revenue as a result of significant time savings and an increased capacity for more clients
Using TaxDome, Hawal can now better focus on what he does best: providing exceptional accounting services to start-ups and small businesses.
Like Hawal, you can unlock firm growth by unifying your workflows, improving operational efficiency, and leveling up your client experience. Contact us today for a free personalized demo of everything TaxDome can do for your firm.
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