Humanizing client relationships with BWCO CPAs
BWCO CPAs strive to provide accounting, tax, and advisory services to their clients in a fun, friendly and human atmosphere, while working 'behind the scenes' as foundational support partners and trusted advisors their clients can rely on.
When it became time to transition to working from home in 2020, partners Marisol Orozco and Kylene Carse quickly realised their tech stack wasn't built for the future.
Not ones to do things by halves, Kylene and Marisol made the transition to Karbon firm-wide, only one month before the tax deadline.
“It was really the best onboarding, training and transition that we've been through. And we've been through several. ”
Because Kylene and Marisol run a firm that's focused on providing a human-centric service to their clients, they needed a solution that would help elevate their client-facing processes.
“Karbon drastically improved the efficiency in which we are able to handle a series of different returns, especially during COVID where face-to-face was much more difficult.”
Plus, Karbon provides the visibility needed to better-prepare the BWCO team to manage when members are out sick, changing workloads, project timelines and communication.
“Since adopting Karbon, I can't imagine being without Triage. I can't live without it. Everything is in one place. ”
During their onboarding process, the BWCO team asks their clients why they left their previous accountant. More often than not, their answer is because they couldn't get a hold of them.
Marisol and Kylene are committed to ensuring their clients never have that issue again.
“They can send me comments and documents in Karbon, and I can upload documents with ease. Whenever I need anything, I can just go to them, and it's like having an extension of my family right there, available for me and my business.”
Kylene and Marisol value feedback and continuous improvement, and finding a technology partner like Karbon that actively engages with users to provide feedback and suggestions is the culture fit they were looking for.
“We had been looking for the right platform for our team, for our clients, for ourselves and we feel like now that we have Karbon, we are in great hands and are looking forward to the future.”