Industry
Bookkeeping and Advisory Services
Objective
At BluePeak Accounting, one problem kept coming back: scattered communication.
The team spent hours every week chasing receipts, clarifications, and missing documents buried in endless email threads. It wasn’t just time-consuming, it was draining.
They wanted something simple: a single place where every client conversation, file, and follow-up could live without losing time or context.
Outcome:
- 60% fewer follow-ups for missing files
- 2 communication tools replaced with one secure portal
- 50% faster document turnaround time
- Happier clients and better internal visibility
The Solution
As BluePeak grew, so did the chaos in their inboxes.
Most of their clients' small business owners across the U.S. were constantly on the move. Emails piled up, attachments got lost, and response times dragged on.
“We’d waste so much time just figuring out where a client had sent something,” says Erin Matthews, Managing Partner at BluePeak Accounting.
“Sometimes it was in Gmail, sometimes in Slack, sometimes in text. It was messy and honestly exhausting.”
That’s when the team decided to move all client communication to Xenett’s Client Portal.
Now, every request, reminder, and file lives in one secure space.
Clients can upload receipts, leave notes, or respond through quick links, no logins, no confusion. And Xenett automatically follows up for missing items, saving Erin’s team hours every week.
“It feels like the portal does the follow-ups for us,” Erin says with a laugh.
“We just log in and everything’s there who responded, what’s pending, and what’s already done.”
The firm also added their own branding to the portal, giving clients a more professional and consistent experience. Inside the team, progress tracking became effortless. No switching between tools, no chasing updates, no chaos.
How Xenett’s brilliant review solution helped Yeti Books gain efficiency at work.
“Our communication used to be everywhere: emails, texts, DMs, you name it. With Xenett, that stress is gone. Everything our clients share is organized, searchable, and right where it should be. Clients love how simple it is, and we love how much time it saves us. It finally feels like we have a system that keeps everyone on the same page literally.”