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.

This portal is 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