Make My Day CPA wins bpm’online’s BPM Innovation Award 1H 2018

Judges recognize ‘customer first’ approach in reasons for BPM implementation success

Bpm'online, a global business software company leading in the space of business process automation and CRM, has announced Make My Day CPA as the BPM Innovation Award recipient for H1 2018. The BPM Innovation Award program identifies creative and unique applications, to showcase new use cases of bpm’online technologies that promote business acceleration.

Bpm’online’s Innovation Awards are a bi-annual recognition program highlighting three key categories: CRM Innovation, BPM Innovation and App Innovation. Winners are evaluated by an independent panel of judges.

Make My Day CPA is a growing network of tax and accounting firms focused primarily on the accounting, financial and tax needs of the entrepreneur, self-employed, startup and small business. They are changing the delivery system of such services through their unique, inviting and accessible retail storefront locations. Powered by iVenture Accounting Group, Make My Day CPA uses cloud technology to assist clients from basic personal tax to comprehensive business planning solutions. They serve the needs of the growing business in variety of verticals.

Each Make My Day CPA store offers the feel of a friendly, local CPA office in your neighborhood with the capability of a large CPA company firm. It invests heavily in developing proprietary methodology in serving clients in the most efficient way without sacrificing attention and expertise.

Make My Day CPA serves clients with a wide range of offerings, however, in the past client data was not easily shared across entities. In fact, sharing client information was time-consuming and prone to errors. In today’s digital age, insight and analytics derived from data can drastically improve customer relations, while accelerating results. Knowing this, Make My Day CPA sought out BPM technology to create a synergetic environment, congruent with their acceleration strategy.

The embodiment of the strategy was realized through the automation of cross-functional processes to ensure the information is shared and available to all relevant services within the organization. This has enhanced collaboration and communication with customers, including onboarding, cross-selling, and retention efforts, keeping Make My Day CPA ahead of the curve.

“Implementing BPM transformed our company,” said Boris Foxman, CEO at iVenture Accounting Group. “The ability of bpm’online’s powerful BPM platform to handle both structured and unstructured processes provided us tremendous flexibility in standardizing our processes and lead to greater collaboration, better cross-selling, while lessening friction points in our customer journey. Make My Day CPA prides itself on exceptional customer experiences and, with the help of bpm’online, is able to deliver such experiences in this new and ever changing ‘Voice of the Customer’s era.”

Make My Day CPA provides a great example of how improved organizational efficiency, combined with automating processes, can fuel acceleration in today’s age of the empowered customer. Bpm’online’s intelligent, low-code BPM platform has proven to be a growth enabler and Make My Day CPA is a prime example. At bpm’online, we are impressed by the results and congratulate Make My Day CPA for successfully transforming its organization and earning a BPM Innovation Award.

About bpm’online
Bpm'online is a global business software company leading in the space of business process automation and CRM. The company has been highly recognized as a market leader by key industry analysts. Its intelligent platform accelerates sales, marketing, service and operations for thousands of customers and hundreds of partners worldwide. The mission of bpm’online is to help companies ACCELERATE!

About Make My Day CPA
Make My Day CPA a Better Way to CPA. Make My Day CPA is a growing network of tax and accounting firms focused primarily on the accounting, financial and tax needs of the entrepreneur, self-employed, startup and small business.