Compendia Accounting Services

Project Categories: Branding / Client Portal / Content Management / Interactive / Web Design /

The project

Sparkjoy has developed a client management web portal – called Compendia Connect – that Compendia uses for record-keeping and managing all client interactions as part of their accounting services. This serves as a virtual collaboration space for Compendia and their clients to collect and process all tax related information.

Our work included developing a unique accounting portal based on the Pantegral platform. This tool was essential for managing their workload virtually and has saved Compendia a significant amount of administrative overhead all while allowing clients to self serve at any time of the day. Some features include:

  • Built in Chat
  • Encrypted secure document storage
  • Text message 2 factor authentication for users who want to access the documents
  • Manage multiple tax years per client
  • Compendia staff task management
  • Corporate and Personal tax templates
  • Administrative dashboard to manage clients, tasks and chats