Client Automation – Streamlining Client Communications in Public Practice

The purpose of this project is to ensure Breakaway remains at the forefront of technology utilization in the accounting industry. Our belief is that embracing the next generation of accountants and their unique experiences and perspective surrounding technology and communications will provide our firm with innovative strategies for the adoption and utilization of tools and technology. As Breakaway is a small and technology focused business, we are in a unique position to quickly adapt to changes in technology to continually enhance operational efficiencies and methods of providing value to our clients. The assistance and fresh perspective of a student intern is critical in the identification and implementation of technology, and the most effective means of communicating with existing and prospective clients in an online environment. Through the student’s use of the three formal environmental scans (S.W.O.T Analysis) completed throughout the student’s 8-month project which identified a critical area for improvement – client communications and onboarding automation.

Faculty Supervisor:

Ryan Young;Kennedy Clayton

Student:

Partner:

Breakaway Chartered Professional Accountants LLP

Discipline:

Business

Sector:

Professional, scientific and technical services

University:

Northern Alberta Institute of Technology

Program: