Accounting Firm Automation Software / TAG
Challenge
TAG is a premier back-office accounting firm that offers a high-touch bill payment service to their clients. Their challenge was finding a technology solution to scale the bill pay service while reducing costs and risk and at the same time improving the customer experience. TAG wanted to free up highly skilled team members from doing repetitive, “non-value add” type tasks, eliminate possibility of human error and make the overall process faster and more efficient.