Ecovis: Secure client portal builds trust and relationships

SINGLE-IMAGE_meeting-man-making-point_sept23

1TB

storage allowance

Enhanced security

SINGLE-IMAGE_man-with-tablet-at-desk-with-plant_feb24

Improved efficiency

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 Huddle 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 Huddle, 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 Huddle 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.

Emilio Martinotti, Managing Partner, Ecovis STLex Studio

Real results

Ideagen Huddle 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.

Ideagen Huddle

Document collaboration that helps you build better client connections, more efficient teams and eliminate file storage fragmentation. Create unique branded workspaces, assign tasks and co-author content to transform the way you work.

Learn more

Company overview

About Ecovis

Operating across more than 80 countries with almost 9,000 employees, Ecovis specializes in tax, accounting, auditing and legal advice. Ecovis STLex Studio offers a combination of personal advice and international expertise, focusing on providing high-quality consulting services to mid-sized firms in Italy.

80 countries
9,000 employees

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Ecovis: Secure client portal builds trust and relationships

1TB

Ideagen Huddle

The challenge

Finding the right solution

The outcome

Real results

Ideagen Huddle

About Ecovis

Didn't find what you wanted?

SOLUTIONS

USEFUL LINKS

SOLUTIONS

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SOLUTIONS

USEFUL LINKS

Ecovis: Secure client portal builds trust and relationships

1TB

Ideagen Huddle

The challenge

Finding the right solution

The outcome

Real results

Ideagen Huddle

About Ecovis

Didn't find what you wanted?

SOLUTIONS

USEFUL LINKS

Need to get in touch?

SOLUTIONS

USEFUL LINKS

Need to get in touch?

SOLUTIONS

USEFUL LINKS

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