Powering up increased efficiency and smoother client communication
Wolf & Company, P.C., a Massachusetts-based accounting firm founded more than a century ago, has a strong reputation of embracing change and improving through innovation. When it came to its technology, the firm’s leadership team recently realized it was time to move on from its older, underperforming software and into the modern age of cloud-based auditing.
It was important to add greater efficiencies, from sourcing key files more quickly to communicating with clients in real time, while also providing staff with a more seamless experience.
Hear the Wolf & Company story directly from two of its technology practice leaders as they discuss the challenges they faced with their older platform, what they wanted out of a new solution, and the key advice they have for other firms looking to modernize their own operations.
