Real work, real results
Every engagement starts with understanding the problem. Here's what that looks like in practice.
The problem
Client data for tax returns was scattered across emails, hard drives, and cloud storage. Chasing missing information meant hours of back-and-forth per client, repeated across 850 accounts.
What we did
Strategy + full build
Outcome
Built a secure two-sided form for collecting individual tax return data, centralising everything in one place. Eliminated the manual chase, saving an estimated 850+ hours per year across the client base.
“The team and clients have all had really positive feedback about how easy it is to use. We're gettin...”
— Abby Pinn, Partner, ESN Partners
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