A Lichfield-based web development agency has helped to completely transform the way of working for a Birmingham accountancy firm.
Cocoonfxmedia Ltd designed a brand new bespoke software system to fully digitalise the internal processes at Younis Bhatti & Co Ltd, resulting in a much more streamlined and efficient service.
The award-winning web development and digital marketing agency built the online accounts management portal from the ground up, hosted on its legendary fast servers.
Younis Bhatti & Co. is a family firm operating for nearly forty years and has clients ranging from sole traders and entrepreneurs to large corporates from a range of sectors. Their growth has been through word-of-mouth and based on strong customer service. Saqib Bhatti, director at Younis Bhatti and current President of the Greater Birmingham Chambers of Commerce, approached Cocoonfxmedia Ltd because he wanted to embrace technology to move the firm from manual processes to digital processes.
The new portal has fully digitalised and automated all processes carried out by the firm of accountants to create a centralised system through which all tasks are created and managed.
Staff simply input a client name into the system and it pulls all the relevant information from Companies House to create an account for them. Within that, Younis Bhatti can switch on the various services the client has requested and the system will produce tasks whenever something needs actioning, such as PAYE or VAT.
Tasks are displayed as red, amber and green and users can monitor how many tasks are open, who’s doing what and when, and crucially, accurately log the time taken to complete a task.
The system will flag tasks that are taking too long and where staff need further training and development, or where communications with a particular client need to be improved.
James Blackman, Managing Partner at Cocoonfxmedia Ltd, said: “Saqib prides himself on his firm’s approach to customer service. He wanted to modernise and standardise the way they work to improve customer experience by providing a more streamlined process. We created a cloud-based system built on our specialist web development service and hosted on our super-fast and completely secure web hosting. We innovated on absolutely every aspect of this system, which involves a series of very complex rules.
“This really puts Younis Bhatti at the digital leading edge in their industry, especially in terms of staff and time management and ensuring efficient working. It helps to manage the workload of a busy accountancy firm with automatically generated tasks so that nothing gets missed. Tasks are shown on a dashboard in red, amber and green so staff can see at a glance the tasks they have open and which need completing.”
The system manages VAT returns, Corporation Tax returns, PAYE, confirmation statements, year-end accounts, personal tax, specialised accounts for particular industries and also assists with GDPR compliance.
As well as being current President of the Greater Birmingham Chambers of Commerce, Saqib Bhatti is also honorary chairman of the Asian Business Chamber of Commerce, Director of the Westside Business Improvement District and Director for Business Support and Diversity at the Greater Birmingham and Solihull LEP.
He said: “Customer Service is at the heart of everything we do. We have hundreds of clients because we try and make the experience of accounts and taxation as painless as possible. This means timely work to a high quality. This system allows us to take this to the next level. Having worked with digital firms before, I can vouch for their adherence to the brief and high-quality work. I am very excited.”