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Case Study

"It's really streamlined and the clients find it a lot easier."

With four divisions and a team of 25 across accounting, legal, financial planning and NDIS, Canny Group needed a technology solution that connected with their FYI and XPM systems to streamline their internal process, add efficiencies to their large team and make it easier for their clients to revise and sign their documentation. 

Details
Company Name: Canny Group
Location: Victoria
Practice Management: Xero Practice Manager
Document Management: FYI

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“It's amazing. It's really fantastic.”

Jamie was with Canny Group for five years when she left for about six months. When she returned around the same time COVID hit, the business had moved to XPM and FYI.

With so many changes in such a short period and the need to quickly adapt to the new normal COVID had brought, Jamie and her team were faced with a bit of adjusting and refining their existing processes.

One of her many challenges was to figure out how they were going to send out the final tax returns and financial statements packs to their business clients. They were using another platform for packs for individual tax returns, but they didn’t have a platform or process in place for business clients to create a professional package. The process was cumbersome.

Jamie is impressed by how much easier and extremely fast the whole process has been.

“It’s taking me less time actually to send the documents out than it did for me to prepare everything to give to the admin team member to then send out.”

What before used to take an hour now takes Jamie two minutes. What used to be a bit of a disjointed report that took too long to be produced now became an easy, effortless and professionally presented client pack.

Jamie Arrington Divisional Manager, Accounting

It produces a beautifully branded PDF for the client to review. We didn’t have the ability to have bookmarks or a page of contents, for example, with the page numbers on it. But now we have it in two seconds'.