Tax & advisory · Bengaluru, India · 22 people · ~480 active engagements

Sharma & Associates

How a 22-person firm cut review cycles by 60%

60%

shorter review cycles

3 days

avg client document turnaround

100%

audit-grade case trace

The challenge

Sharma & Associates was running its 22-person practice on a mix of spreadsheets, shared drives, and WhatsApp threads. Reviews stalled, document handoffs were ambiguous, and partner-level oversight required 'asking around'.

What we did

Migrated active engagements onto a single workflow with mandatory document gates and stage-level RBAC.
Branded the client portal end-to-end — clients now upload directly into a flow that mirrors how the firm actually works.
Replaced WhatsApp ad-hoc notifications with templated, tenant-scoped notifications across email and WhatsApp.

The outcome

Review cycles dropped from 3 days to under a day on average.
Partner-level visibility shifted from 'asking around' to a single dashboard.
Audit-grade trace eliminated reconciliation work after every quarter close.

“Our QA cycle that used to take 3 days now closes in under a day. The mandatory document gates alone removed half our back-and-forth.”

Anuj Sharma

Partner, Sharma & Associates

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