CapForge Bookkeeping & More was looking for an internal project management tool to help keep up with all of the tasks their hundreds of accounting clients needed. The most important demand of the project was to automate as many tasks as possible so that administrators at the company could spend less time with the management aspects of the business and focus more on actually meeting their client’s needs.
Link Software developed a web application that gives CapForge staff all of the information they need about clients and their ongoing projects quickly and easily. Each month the tasks they would normally handle by hand before (project creation, email notifications, etc.) are now done automatically by the software.
As their business has grown, annual updates to the web application have been made to meet CapForge’s needs.