Case study
Taxably
Type : 
Digital Operations
goal : 
Streamline & Automate Client Interactions
summary

Taxably is an online-first international tax advisory firm based in Melbourne, Australia. In 2020, the firm hired ExDigital to launch its new range of business services.

01
overview

A significant proportion of Taxably’s clients come from outside Australia. Taxably wanted to focus on its service delivery and reduce the time its team spend on running digital processes.

02
approach

Ex Digital started by doing its own research. Our team surfaced key insights from our industry contacts. Taxably’s team was involved at key stages of planning and development. It all happened online, over Slack, Zoom and Google Docs.

“The process was efficient. XD’s team was remarkably effective at filtering information and decisions, so as not to distract us from running our firm.”
03
results

Taxably’s new website was delivered within delays and integrated seamlessly with its existing CRM, ticket management and its social media accounts. XD continues to maintain and improve backend integrations connecting CMS, SEO and analytics.

35%
Increase in service delivery
60%
Growth in client enquiry
✭✭✭✭
Improvement in Customer Satisfaction
04
conclusion

DigitalOps is about delivering efficiency to our client. With Taxably, our experience in operations management enabled us to achieve the client’s desired goal while freeing up their team from time-consuming tasks.

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