Squire & Company: Defining the Client Experience

Like many mid-sized accounting firms with several hundred employees, Squire has searched for several years for software automation that could meet their specific requirements.
In particular, as a leading regional firm with several hundred employees, Squire’s strategic acquisition of fellow Salt Lake organization Pinnock, Robbins, Posey & Richins, P. C. (PRPR) in 2018 made integrated workflows and continuity especially acute. The two groups faced the extra urgency of helping the formerly separate systems and teams to converge.

In all, the company sorely needed a one-firm approach to its foundational operations as the least common denominator to set the stage for further automation beyond. They needed a systematized and automated approach to engagements that would benefit staff, clients, and the firm as well as better work/resource management and transparency of work in progress for clients in all areas to benefit the staff, clients, and the firm overall.

             

Avii Workspace™ allows Squire to streamline processes across the firm and create transparency in how we work for and with our clients. This is greatly enhancing the experience of our staff and our clients.

BRANDON ALLFREY
Partner at Squire, Utah delegate to AICPA and board member of the Utah Association of Accountants (UACPA)

Intelligent Automation

Avii provides a superior solution for all of Squire’s automation requirements for
transparent and optimized workflow across its multiple locations at a much lower cost
than custom development. Once a customer securely uploads their documents, their account
team automatically receives an alert and begins reviewing the documents. Upon approval,
they’re moved along in their journey with the knowledge of exactly where they are and
what they need to do at every stage of the process. Squire’s first steps have been the
use of Avii workflow support for proposal delivery and signing and client onboarding.
Following this, they will progress into workflows that pertain to the actual work being
done, starting with projects that are conducted by the Sales Tax team.

Secure Document Exchange

Squire provides the ability to securely upload documents, no longer requiring clients to
use clunky, non-secure FTP sites, emails and physical data files. With a few clicks of
the mouse, clients can log into a secure portal and easily upload their data.

Client Transparency to Work

And because they’re using the unified Avii Workspace, clients and teams have full
transparency to the work being done. Clients receive notifications when the firm
accepts, annotates or rejects documents they’ve shared. With Avii powering the
workspace, clients stay informed and work moves along faster.

Squire’s need and interest in a unified platform has been present for several years, but the company’s mid-2018 acquisition made the need for streamlined workflow and process management through a single vendor and a unified portal paramount to their current success.
“We’d been searching the accounting industry for a unified client portal to provide us with the automation, workflow and transparency we needed to unify our disparate teams after the acquisition of PRPR and to take our execution to another level,” said Brandon Allfrey, Partner at Squire. “Avii has answered that need.”

             

Avii is providing new opportunities for us to work in ways that save time and add value.

JONYCE BULLOCK
CPA, CEO of Squire