Crestview Financial Serves 35% More Clients
How a 20-person accounting firm replaced disconnected practice management and bookkeeping tools with one system — and grew their client base without growing their team.
The Challenge
Crestview Financial served 280 small-business clients with a team of 20 — and every tax season pushed them to the breaking point. Workflow management lived in Karbon, but client financials were in QuickBooks, and document collection happened over email.
Staff spent hours chasing clients for documents, manually updating engagement statuses, and reconciling time entries between systems. The firm was turning away new clients because they simply couldn't handle more work with their current setup.
- Document collection via email causing delays and lost files
- Engagement status manually updated across two platforms
- Time tracking disconnected from billing and invoicing
- Turning away new clients due to capacity constraints
The Solution
Crestview rolled out Dewx in a four-week migration timed to their post-tax-season lull, ensuring zero disruption to active engagements.
CX Hub — Engagement Tracking
Every client engagement tracked from intake to delivery with automated status updates and deadline alerts.
Portal — Document Collection
Secure client portal for document upload, messaging, and e-signatures — no more email attachments.
OPS Hub — Time & Billing
Time tracking linked directly to invoicing with automated billing based on engagement type.
Dew AI — Tax Prep Assist
AI-powered document review and data extraction that pre-populates workpapers in seconds.
The Results
35%
More clients served
4 hrs
Saved per staff member weekly
90%
Faster document collection
2 → 1
Tools consolidated into Dewx
Timeline
Migrated client database and configured CX Hub engagement templates for tax, bookkeeping, and advisory services.
Launched Portal for secure document collection and client communications.
Set up OPS Hub time tracking and billing; trained all staff on Dew AI document review tools.
Onboarded 98 new clients (35% growth) with no additional hires needed.
“We were capped at 280 clients and dreading every tax season. After Dewx, we onboarded 98 new clients without hiring a single person. The AI document review alone saves each preparer hours every week.”
Features That Made the Difference
Engagement Pipelines
Track every client engagement from intake to delivery.
Client Portal
Secure document upload and messaging in one place.
Time-to-Invoice
Time entries flow directly into client invoices.
AI Document Review
Extract and pre-populate data from uploaded documents.
Deadline Dashboard
Track filing deadlines across all clients at a glance.
Staff Utilization
Monitor workload balance and capacity per team member.
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