Custom Development for Cloud-Based Tax Software
UFSTSG revolutionized the way that tax professionals can manage clients remotely. For four tax seasons we built a system that connected clients from around the world to a queue of tax professionals.
Please describe your company and your position there.
Umbrella Financial Services is a global financial services technology company. I'm Kevin Murphy, Founder, and President.
For what projects/services did your company hire 923 Digital, LLC?
Create the perfect client communication hub by combining document storage with secure online client accounts.
How did you select this vendor?
Umbrella has worked with 923 Digital and its staff for many years on several successful projects. They are always professional, innovative and attentive to our needs, which has made for a great long-term relationship.
Describe the project and the services they provided in detail.
To create comprehensive, cloud-based software that lets tax preparers run their tax practice more collaboratively than ever. Its intuitive interface and direct integration with professional tax software, allows your staff to work closely with clients, making it easy to collect and share files securely.
What was the team composition?
We are always provided with the best of services. Both Andrew and Pavel are always involved, but we are also assigned a dedicated project manager.
Can you share any information that demonstrates the impact that this project has had on your business?
The project was created successfully. This has been an on-going project.
How was project management arranged and how effective was it?
The project manager that we were assigned was easy to communicate with and provided us frequent updates. We connected weekly and used Monday.com to communicate.
What did you find most impressive about this company?
I'm always impressed with the knowledge, professionalism, skill, and communication that 923 Digital provides. We appreciate how easy it is to work with the team at 923 Digital.
Are there any areas for improvement?
Everything can always be done faster, but we were very satisfied with their work every step of the way. In the end, quality is more important than speed and we ended up with an amazing product.
