Buelow Financial Group

Buelow Financial Group

Challenge

Buelow Financial Group kept track of customer information in an Excel spreadsheet with Lacerte and DMS tax software. As a result, client information could not easily be shared between employees and departments.

Solution

Upgrading to Act! provided Buelow employees a way to communicate valuable client information by consolidating multiple databases into a single database.

Result

The centralized database allows for better communication and client information sharing. Modifications allow Buelow to track the progress of tax returns within Act!.

Quote

“We use Act! for everything. Having client history and valuable information at your fingertips is great! Act! has made keeping track of customers much easier.”
Customer is a participant in the Swiftpage Customer Reference Program and may be eligible for participation-based incentives.