The challenge
A CA firm answered the same questions every week — 'is my return filed?', 'where's my notice?', 'send me last year's audit'.
All case studies
Professional Services
Client portal for a CA firm serving 400+ SMEs
Client portal with document vault + return status + invoice pay cut client emails ~80%; NPS 78.
6 monthsClient: CA firm · 400+ SME clients
−80%
Client emails / week
6 seconds
Document-retrieval time
47 → 18
Invoice collection (days)
78
Client NPS
The transformation
Before vs After
BeforeWhere they started
- Same questions every week from 400 clients.
- Documents emailed and lost.
- Invoice collection on phone.
- No audit trail.
AfterWhere Sphyx took them
📁
−80%
- Self-serve client portal with vault.
- Live status of every filing + notice.
- Invoice + pay in one place.
- Client emails cut ~80%.
Our approach
A sequential playbook — each step builds on the one before it.
1
Per-client portal with document vault.
2
Live status of filings, notices, audits.
3
Invoice + pay flow integrated.
4
Audit-trail of every download / view.
Outcomes
Client emails / week
−80%
Document-retrieval time
6 seconds
Invoice collection (days)
47 → 18
Client NPS
78