The best tools for better client service

communications & technology

For us, priority number one is earning your trust. Clear communication is the key to earning it. For decades, we’ve been dedicated to helping our entrepreneurial, growth-driven clients succeed. The result is a client base that spans the globe. A critical element in our client relationships is building personal connections. We deliver the service you expect from us, and geography never gets in the way. To make our communication as easy and seamless as possible, we’ve invested significantly in technologies.

video conferencing & virtual boardrooms

Our cloud-based videoconferencing system, Lifesize, makes face time possible at a moment’s notice. Whether scheduled or impromptu, reaching us through video is now as simple as making a phone call. By just clicking a hyperlink in an email or calendar invitation, we can meet in a virtual meeting room without requiring any software installation, expense or time-consuming travel. In addition, Lifesize’s iOS and Android mobile apps enable you to reach us from just about anywhere. All communications are secured with end-to-end encryption, for greater peace of mind.

• Lifesize doesn’t completely eliminate the need for travel, but it greatly reduces it
• Meetings can take place virtually
• Communications between the engagement leader and staff can take place without the need to be in the same physical location
• Accessibility to your engagement team is easy

paper free & cloud infrastructure

Our production servers are hosted in a secured Citrix environment, accessible only by our staff through an encrypted connection. Physically, this environment resides within a SOC2 audited data center. This configuration allows our staff to work in the same environment, whether in the office or remotely, with just a secure Internet connection. More importantly, your data isn’t exposed in the event a staff computer is lost, stolen or otherwise compromised.

client portal & data access

The security of your data is of the utmost importance to us, so file exchanges take place through our secure file portal. Accessible via Web browsers on PCs, Macs, and mobile devices, our clients control who can access files received and delivered throughout the course of the engagement. You’re in control of access to your information.

Continue reading about how we help our clients:
How We Help
Service Approach
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