How TitanFile Helped Hay & Watson Accountants Improve Security and Efficiency Around Client Collaboration
“We chose TitanFile because it is just so easy to use. TitanFile has helped us become significantly more efficient in the way we securely collaborate with our clients.”
– Essop Mia, Firm Partner at Hay & Watson
About Hay & Watson
Hay & Watson is a boutique firm of Chartered Professional Accountants in Vancouver, BC that is passionate about working with organizations to help them achieve their financial goals and objectives.
Through continuous innovation, adaptation, and client focus, Hay & Watson has established an esteemed reputation for delivering exceptional accounting services to its clients since 1986.
Boutique Accounting Firm
No. of staff: 18
TitanFile client since: 2019
www.hay-watson.bc.ca
The Challenge
Summary of Challenges
- It was inefficient to password-protect each document before sharing with clients
- Staff was burdened by the volume of support calls from clients
- Clients did not have access to a client portal to securely upload files to the firm
Hay & Watson provided services for many corporate and personal clients which involved tax and financial documents being exchanged every day. Previously, the firm did not have a client portal in place. Staff would password-protect confidential PDF documents before sharing them and this process was not up to the firm’s standards for several reasons:
- Each tax season, the firm shared thousands of sensitive documents
and it was inefficient to password-protect each one - Clients would often contact the firm to acquire assistance with
opening password-protected files - Clients did not have a standardized method of uploading documents
securely to the firm
The firm’s leadership team wanted to fill the gaps in efficiency while simultaneously improving security within the firm. Its vision was to deploy a secure cloud-based solution that enabled easy, two-way file sharing and collaboration between the firm’s staff and its clients. The solution also needed to host client data on Canadian servers.
The Solution
TitanFile was exactly what Hay & Watson was looking for, a client portal that was as easy to use as email and provided state-of-the-art security.
With TitanFile, the firm’s staff and clients had self-serve access to securely exchanging confidential files and messages. Files did not need to be password-protected ahead of time, as all files shared through TitanFile were automatically encrypted in transit and at rest, and stored on certified data centers in Canada.
In addition, the cloud-based platform could be accessed from anywhere and on any device, giving staff and clients the ability to collaborate while they were in the office, at home, or on the go. TitanFile kept all client files and messages in one secure location.
“During the busiest times of the year, we’re now receiving 90% fewer support calls from our clients. TitanFile has enabled them to easily share documents with our firm, and access the documents we share with them.”
– Essop Mia, Firm Partner at Hay & Watson
Highlights of the Winning Solution
- Self-serve platform for staff and clients
- State-of-the-art security
- Canadian data residency
- Accessible anywhere, anytime
- Files and messages organized in one location
The Result
Summary of Results
- 90% fewer support calls from clients
- Improved security
- Increased staff efficiency
- Increased client satisfaction
Since the deployment of TitanFile, the platform has become a mission-critical tool for Hay & Watson and the firm uses it daily to securely exchange files and communicate with its clients.
Hay & Watson has been experiencing improved turnaround times, reduced support calls from clients, and peace of mind for staff and clients.
1) Improved turnaround times for exchanging files
Staff no longer need to password-protect sensitive documents before sending them to clients. They can simply upload and send, as TitanFile automatically encrypts information in transit and at rest.
2) 90% reduction in support calls from clients
Clients now have self-serve access to a secure client portal where they can easily upload and download files without requiring any assistance from the firm.
3) Peace of mind for staff and clients
Even during the busiest times of the year, the firm’s staff has peace of mind knowing that they can efficiently handle the volume of work they have while keeping client data secure with the best-in-class technology.
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