Automating reports and notifications within Star Practice Management
HBK (Hill, Barth & King), is a US-based multidisciplinary financial services firm, specialising in a wide variety of tax, accounting, assurance and business consulting services. It has benefitted from exceptional ROI, most notably to workload and resources, by using BPA Platform to automate the publication of its production reports to its internal system’s dashboard, as well as automate the generation and distribution of expenses, timesheets and welcome notifications.
Primary Applications Used: Star Practice Management
- Automate monthly production reports
- Automate timesheet and welcome notifications
- Automate expense submission notifications
- Data checking for new clients
To read how HBK overcame its challenges, please download the case study.
“BPA Platform was very simple to start using. I can write code, but if I didn’t know something I was, and still am, able to drag and drop. I love that aspect of it. Automating the production reports has probably saved me at least two days’ worth of work per month. The time that BPA Platform has saved us has been tremendous.”
Ashlea Pollock, Associate, HBK