Overview
Camberley-based Herrington Carmichael LLP are implementing Accesspoint’s Mozaique portal and Web Forms in order to improve the efficiency of its client onboarding and on-line payments processes. The firm had experimented with existing functionality within their current PCMS and had also spoken to other external providers to find a suitable solution before selecting Mozaique.
As well as providing a client portal, the firm will be using Mozaique to provide a 24/7 secure payment portal with a key attraction being the ability to process all the payments within a single screen and the integration with the Accounts module automatically completing a posting slip ready for approval. Web Forms will facilitate mobile friendly client self-service with the added attraction that the firm can quickly and easily create new forms without having to rely on external assistance.
“When I went along to the Accesspoint Innovators Forum event in September and saw the software being demonstrated, I knew straight away that I had found what we had been searching for. The fact that there were other firms there who were already using the technology provided an unrivalled level of reassurance that we had found the right partner to work with.”
