The Challenge

In terms of tax planning and advisory services, HHB requests and receives a variety of required financial documents from clients throughout each tax year. Clients were sending these documents electronically—usually via email—directly to an HHB team member for manual processing. Lacking an automated process for organizing and storing these documents could result in lost files, miscommunication, and ultimately unhappy clients.

The firm needed a secure digital portal to allow clients to directly share documents into HHB's document management platform. HHB uses a tax-preparation platform called Commerce Clearing House (CCH) Axcess to process returns. The problem? CCH Axcess wasn't linked with any other platform and didn't track within HHB's content management system. A new client collaboration solution had to integrate with the system. The company needed a solution that would accurately attach correct workflows with appropriate documents to eliminate manual processing as much as possible.

HHB investigated several out-of-the-box solutions but found none of them met their custom needs. "They work very well if you use their products and, and not as well if you use others," Jim said. "So, we wanted something that was more flexible and more customizable that we could really configure to our own needs." HHB looked to M-Files partner TEAM IM to implement an end-to-end document management and client collaboration platform to streamline client communication and document processing.