Diddi & Co. is an Indian Chartered Accountant firm that provides a comprehensive suite of solutions including accounting, virtual CFO, PF registration, copyright registration, and tax registration. The firm serves thousands of clients across Telangana.
The team at Diddi & Co. was wasting many hours per week chasing clients for their documents and information. During the client onboarding process documents and information were collected through a mish-mash of WhatsApp, email, phone, and in-person meetings. Client documents were then stored in a number of possible locations – making them difficult to locate. These inefficient document collection processes were leading to a number of challenges for Diddi & Co.:
The goal for Diddi & Co. was to find a new way to collect client documents and information.
PlanetVerify transformed client onboarding at Diddi & Co. Chartered Accountants.