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Use cases · Custom builds & AI operations

Seven tools became one client portal, and onboarding fell from 11 days to 1.5.

Clients get one place for documents, milestones, and advice. Staff use one login instead of seven, and no return gets re-keyed.

The challenge

Client work ran across seven disconnected tools and a tangle of Microsoft logins. Each return took 6+ manual copy-pastes. A client took 11 days of chasing documents to be tax-ready, and seasonal leads waited 24 hours for a reply.

What we built

  1. Seven disconnected tools replaced by one client portal
  2. Microsoft sign-in: one login for staff and clients
  3. Automated onboarding and lead intake, with no manual handoffs
  4. Live engagement tracking and tax guidance inside the portal

The results

Live in five weeks. One record of truth replaced seven tools, so no return gets re-keyed. A client reaches a tax-ready file in 1.5 days (36 hours) instead of 11, and seasonal leads get a reply in < 3 minutes.

How we did it: We mapped the engagement lifecycle (lead, onboard, collect, prepare, advise, renew), then consolidated the stack around it. Agentic development for speed, human-led systems design for fit.

Frameworks at work: Write It Once

  • Custom build
  • Microsoft SSO
  • Client portal
  • Document intake
  • Engagement tracking
  • Agentic build

“We were slow, under-validated, and wasting resources on unqualified leads. Now the website and the app are one experience: my customers, my team, and I all benefit.”

Owner, Campbell Tax & Accounting

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These use cases are documented by Corporate Synergy Solutions, in our words. Figures come from client or CSS records, and estimates say so. Client quotes appear only with the client's approval.

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