Case Study FACT-IS: Boosting Efficiency and Customer Satisfaction with Nomadesk

At FACT-IS, a modern accounting firm serving small businesses and freelancers, things weren’t running as smoothly a year ago.

“One of the biggest challenges in accounting is managing the sheer amount of data, which is often scattered everywhere,” explains Wim, a partner at FACT-IS. “It’s like digging through cabinets full of papers, but digitally. The documents you need are often spread across emails, random folders, and different platforms that clients don’t always have access to. It’s a time drain, and we wanted to spend that time more wisely.”

FACT-IS knew it was time for a change. They implemented Nomadesk, a secure document management platform. “The difference was clear right away,” Wim shares. “Now, all client files are stored in a digital vault. It keeps us in control of the data while staying clear and accessible for our clients.”

Common Challenges in Accounting:

                  •               Limited time

                  •               Difficulty finding skilled staff

                  •               Clients expecting more and more “à la carte” services

                  •               Data scattered across multiple systems, platforms, and instances

Streamlined Document Management

“Now, our clients only need to send us the documents we actually need,” Wim explains. “Nomadesk automatically retrieves data from other platforms like Yuki and Silverfin. It’s much clearer for our clients, and we get instant access to the relevant information.”

FACT-IS uses two digital vaults for each client: one for business documents and one for personal records. “The great thing is that clients now have a better understanding of what we already have and what’s still missing. No more unnecessary back-and-forth.”

Real-Time Collaboration

Teamwork has also greatly improved. “We used to send endless emails to discuss documents,” says Anna, a junior accountant at FACT-IS. “Now, I can prepare my work directly in Nomadesk, and Wim or another senior accountant can review and comment in real time. It’s so much more efficient.”

Access Anytime, Anywhere

With a growing team that partly works from home, Nomadesk’s flexibility has been a game-changer. “It doesn’t matter where I am,” says Wim. “Whether I’m working from home or at a client’s office, I can always access the documents I need. This gives us a real edge, especially during busy times like tax season.”

Transparency and Compliance

Another big benefit of Nomadesk is the audit trail. “We can see exactly who has viewed or edited a document,” Wim explains. “This isn’t just helpful for our internal workflow but also ensures compliance. Our clients really value this transparency.”

The Results

Switching to Nomadesk has paid off. “We’ve improved our efficiency by at least 50%,” says Wim. “Clients are happy because everything runs faster and smoother. Internally, we now have more time to focus on advising our clients instead of getting bogged down in admin tasks.”

Wim concludes: “Nomadesk hasn’t just streamlined our processes—it’s shown our clients that we’re a forward-thinking, professional partner. It’s been a real game-changer.”