Practice Ignition CASE STUDY

Case Study We spoke to Interactive Accounting - a Practice Ignition power user - about the pain of creating and sending proposals, generating engagement letters and creating workflows after clients accept an engagement letter.

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The Problem Interactive Accounting was spending too much time onboarding clients - too many admin hours, too much back and forth with the client and zero visibility into the whole onboarding process. On top of this, Interactive Accounting had to set up Xero and WorkflowMax for each job individually, over and over again.

The Solution Practice Ignition made onboarding clients simpler for Interactive Accounting, making the process fully audit tracked. Thanks to Practice Ignition, the workflow and invoicing for the entire practice is now automatically created in Xero and Workflowmax - saving Interactive Accounting hours of time and heaps of money.

Time + Money

BEFORE

“There was a long manual process involved with admin, like setting out the engagement letter, creating invoices and setting up workflow. Before PI all of that was done manually so no workflow got launched and invoices were not set up automatically.

NOW WITH

“We have had cases where the whole onboarding was done for a client in under 30 mins. From the time the engagement was sent to the time it was accepted, till the workflow was set up as well as the invoices were sent to the client, it took 30 mins.

Web Connector

BEFORE

“We had to go out and find our clients or wait for them to call us.

NOW WITH

“Now we get at least one or two inbound quote requests directly from our website. All from this page - which kicks a proposal straight into Practice Ignition.

Client Interaction

BEFORE

“A lot of back and forth between client and partners to finalize an engagement letter.

NOW WITH

“The comments section is so useful because you can have that discussion with the client right there within Practice Ignition. If they need clarification on the engagement letter, you can always give them a call but a lot of the time, the question is answered within the comments.

Client Reactions

BEFORE

“It was old school. Engagement letters got approved via signing, scanning and emailing back and forth.

NOW WITH

“The clients appreciate that the onboarding process in now very professional and streamlined. Our engagement letters through PI outline clearly what they need to know like costs, what services are being provided and the time period for the engagement.

Powerful Integrations

BEFORE

“We had to set up our invoices in Xero manually after client approval of the engagement letter.

NOW WITH

“A lot of our clients are on Fixed priced packages and the creation of recurring monthly invoices is automated by Practice Ignition. With its integration with Xero, the only thing we need to do is jump into Xero, approve the invoices and send it off to our client. The whole process is completed in minutes.

Powerful Integrations

BEFORE

“We could spend up to 2 hours setting up the workflow based on an engagement letter.

NOW WITH

“The moment the client approves the engagement letter, Practice Ignition sets up the entire workflow in WorkflowMax automatically. It saves us hours of time for each engagement.

PRACTICE IGNITION + XERO A MATCH MADE IN THE HEAVENS

www.practiceignition.com Get in touch: ignition@practiceignition.com

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