IT Solutions for Accounting Firms

Industries

Accounting

Secure IT & Workflow Solutions for NZ Accounting Firms

With cloud-based systems, automated reporting, and secure workflow integrations, we help accounting firms across New Zealand deliver reliable, efficient, and compliant financial services.

Cloud-Based Platforms

Streamline reporting and collaboration with secure cloud accounting systems.

Workflow Automation

Automated document management and financial reporting tools built for accountants.

Compliance Ready

Ensure compliance with NZ regulations through secure IT solutions.

Case Study

Problem Statement

The law firm handled hundreds of ongoing cases and client inquiries across emails, spreadsheets, and phone calls.

They faced several challenges:
No unified system for tracking case progress or client communication
Missed deadlines due to manual reminders
Inconsistent follow-ups and document versioning
Limited visibility on lawyer workload and case status

In short, the firm needed a centralized, secure, and automated system to manage cases efficiently and maintain compliance.

Possible Solution

Datacal developed a custom legal CRM that unified case records, client communication, and task reminders under one secure dashboard.

Case Management Dashboard

Track all cases, documents, and updates in one place

Automated Reminders

Alerts for hearings, filings, and client deadlines

Lawyer Productivity Reports

Measure performance, workload, and active caseloads

Role-Based Access

Data security for legal assistants, partners, and clients

Project Duration

9 weeks

Tools Used

Implementation Process

Discover

Review invoicing, reporting, and client onboarding flow.

Define

Set metrics for accuracy, timeliness, and client response.

Build

Automate billing, dashboards, and financial summaries.

Test

Validate system against existing manual reports.

Scale

Implement across clients with seamless integration tools.