Common Challenges for Professional Service Firms
❌ Time tracking and billing errors costing revenue
❌ Client documents scattered across email and file servers
❌ Manual client onboarding processes
❌ Poor visibility into project status and profitability
❌ Difficulty managing client communications and deadlines
❌ Compliance and audit trail requirements
Our Professional Services IT Solutions
PIPEDA-Compliant Client Management
Secure CRM with encrypted client records, document management, and compliance-ready audit trails for Canadian professional services.
Time Tracking & Billing Integration
Integrate time tracking with QuickBooks/Xero. Automated invoicing based on billable hours, retainers, and project milestones.
Client Portals & Document Sharing
Secure portals for clients to access documents, view project status, submit requests, and communicate with your team. Branded to your firm.
Workflow & Document Automation
Automate client onboarding, contract generation, approval workflows, and recurring communications. Reduce manual work by 50%+.
Project & Profitability Tracking
Real-time visibility into project status, resource allocation, and profitability. Know which clients and projects drive the most value.
Practice Management Integration
For legal, accounting, and consulting firms—integrate with practice management software for unified workflows.
Trusted by Future First Day Care
Leading Calgary childcare provider
The Challenge
FFDC needed a centralized system to manage parent communications, enrollment tracking, billing, and compliance documentation. Manual processes were time-consuming and prone to errors.
Our Solution
We implemented a comprehensive CRM with parent portals, automated billing, enrollment workflows, and compliance tracking. All PIPEDA-compliant with secure document storage.
Results (6 months post-launch)
50% reduction in administrative time
Automated parent communications and updates
Streamlined enrollment and waitlist management
Improved compliance and record-keeping
Enhanced parent satisfaction scores
Professional Services IT Solutions FAQs
We serve accounting firms, legal practices, consulting companies, daycare/childcare centers, and other professional service providers across Calgary and Alberta. Our solutions are tailored to each profession's unique workflows and compliance requirements.
Absolutely. We integrate with popular tools like QuickBooks, Xero, FreshBooks, Clio (legal), and time tracking platforms. This eliminates duplicate data entry and ensures accurate client billing.
We build secure client portals where clients can access documents, view project status, submit requests, and communicate with your team. All with bank-level encryption and PIPEDA compliance for Canadian professional services.
We automate client onboarding, document generation, approval workflows, billing reminders, and communication sequences. This frees your team from repetitive tasks to focus on high-value client work.
Most implementations take 6-10 weeks, including discovery, system configuration, data migration, integration with existing tools, staff training, and go-live support. We work around your client commitments to minimize disruption.