Financial Project Automation

FIS designed and architected a generalized solution that can be used by any accounting firm and allows that firm to customize all aspects of the project workflows.

FIS initially designed and architected the website for an accounting firm. FIS then created a client center which allows the clients to manage all aspects of their tax preparation and completion process.

The solution includes:

  • A Cloud Based Client and Workflow Management Center
  • CPA firms uses the cloud solution to completely manage all aspect of client projects
  • Provides secure access and encrypted file vault for client sensitive financial files
  • Client Dashboard provides quick snapshot of the status of projects and flags any projects that maybe falling behind

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