Himmelwright, Huguley & Boles, LLC (HHB) is an accounting firm that serves clients nationally, providing accounting services for a variety of businesses. Some of the areas include Government/Municipalities, Non-for-Profits, Construction, Real Estate Development, and more. They have two office locations, both located in Alabama.
Every year, HHB requests pertinent financial information and documentation from their clients to provide them with accounting services. Clients are currently required to email or otherwise transmit electronic documents to their representative at HHB. To streamline this process while including overall organization of financial document input, HHB required a secure online space for clients to upload materials integrated with their existing Content Management System, M-Files. HHB also required a system that would route those documents to the proper accounting project, notify the employee responsible for processing those specific assets and store the information for audit purposes.
HHB also uses a tool called the Commerce Clearing House (CCH) Axcess, a software used by tax preparers to process tax returns for their clients. The status of client tax returns in CCH Axcess is not shared with any other platform and isn’t easily tracked in the content management system. This caused a lot of wasted time trying to track it down.
TEAM IM is a global enterprise solutions and technology company. Utilizing best-in-class technologies to put unstructured data to work, TEAM IM has successfully implemented thousands of business solutions across a diverse spectrum of organizations of varying size and industry focus. TEAM IM’s offerings include expert professional services, managed services, custom development, and solutions in many areas, including Content Management, Records Management, Automation, Analytics, and Collaboration.
HHB was looking for a M-Files partner that could service their broader vision of implementing an end-to-end accounting services platform that included M-Files, a client portal, and back-end tax/accounting services processing. HHB required an M-Files-centric customer/client portal to assist with client communication and document transmission throughout the year, especially during tax season. The business requirement was for a HHB branded client portal that provides clients easy access to their tax documents, enabling them to accomplish tasks relating to the accounting services and view the status of their returns. HHB also requested an integration between CCH Axcess and M-Files to track updates on client returns easily. Providing these capabilities Improves workflow efficiency within the organization, streamline the accounting services process, and provide an easier communication platform for tax information exchange between HHB and its clients.
TEAM IM’s M-Connect solution was the perfect fit to stand up a secure HHB customer portal seamlessly integrated with M-Files. M-Connect provides a customizable interface to create and manage the client experience. Each page is fully customizable in layout and content through a series of widgets.
M-Files extensible nature allowed for a custom integration between the platform and CCH Axcess to be created, enabling scheduled calls for status updates back to M-Files.
HHB uses TEAM IM Enhanced Support for providing ongoing support and minor configuration enhancements/changes for M-Connect and M-Files.
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“The partnership we have built with HHB to enable an end-to-end Accounting Services
solution has been invaluable for both TEAM IM and HHB.”
Doug Thompson, CEO
Jim Himmelwright,
CPA
Jim Himmelwright,
CPA
121 Washington Ave N, 4th Floor
Minneapolis, MN 55401
L2, 1 Post Office Square
Wellington 6011
119 Willoughby Road
Crows Nest NSW 2065
