The challenge
Global consulting firm, Ecovis advises clients on tax, accounting, auditing and legal matters – which means dealing with an ever-expanding regulation universe. Ecovis STLex Studio faced major document-management challenges in providing high-quality, personalized consulting services to mid-sized firms in Italy. This created an urgent need for:
- A secure, reliable system to handle sensitive client documents
- A versatile system that can meet demand for large document uploads and a range of format requirements
- A collaborative solution to enhance client relationships through a secure portal and shared workspace
Finding the right solution
Ecovis STLex Studio selected Ideagen Collaboration Portal for its:
- Secure and customizable client portal that can
- Handle large document uploads in any formatTools for effective document collaboration
- Ease of tracking access and creating audit trails
The outcome
Without Ideagen Collaboration Portal, Ecovis’ document management was error-prone, inefficient and insecure. Migrating to a secure, collaborative solution also enhanced client relationships and streamlined internal processes. So, Ecovis could deliver high-quality, personalized services while maintaining compliance with strict regulations:
- Implemented secure client portals, allowing clients to manage and access their documents easily
- The 1TB storage capacity enabled the upload of large documents in multiple formats
- Improved document collaboration with features like audit trails and real-time updates
- Streamlined onboarding for new clients and staff, providing immediate access to document histories
- Ensured compliance with regulatory requirements, protecting sensitive client information
Ideagen Collaboration Portal provided us with a client portal that we knew would be protected and secure. If you imagine each portal as a locker, the client owns the key to this locker, and we both have a collaborative decision on what is held in this locker.
Real results
Ideagen Collaboration Portal has significantly enhanced Ecovis’ client relationships and digitalized the document management process. As a result, there’s greater trust on all sides that the collaboration solution offers a more efficient, compliant and secure way of working together by:
- Enabling the upload of multiple sizable documents in any format
- Providing clients with secure, customizable portals for document collaboration
- Streamlining onboarding for clients and new staff.
Explore document collaboration solutions
Enhance client relationships and say goodbye to file storage chaos by creating unique, branded document collaboration workspaces.
