Tax Consulting Firm Automates Client Onboarding and Cuts Processing Time by 80%
About the Client
Taxology SA
Cape Town, South Africa
25 consultants
The Challenge
Client onboarding required printing, signing, and scanning 15+ documents per client.
Consultants were spending 40% of their time on admin rather than billable client work.
No centralised tracking of outstanding documents or pending returns.
Our Approach
Mapped every step of the client intake process to identify automation opportunities.
Designed a secure client portal with document request workflows and e-signature integration.
Built an admin dashboard giving partners full visibility of work in progress.
The Solution
Launched a client portal with automated onboarding checklists and DocuSign integration.
Built a task and deadline tracking system for consultants with automated client reminders.
Integrated with SARS eFiling via API for direct submission of tax returns.
Results & Impact
"The platform has effectively given each consultant an extra day per week. Our clients love the transparency, and our error rate is nearly zero."
Priya Naidoo
Managing Partner, Taxology SA
