Works
Admone
About the Client
ADM CPA PC is an accounting and advisory firm serving clients across multiple locations. They required a more efficient, centralized platform to manage client relationships, handle tasks, and securely store sensitive financial documents, all while ensuring seamless collaboration among their dispersed team members.
Solution
PiVisions delivered a custom, full-stack solution integrating core modules such as Tasks Management, Client Management, Pipelines, Client Portal, Document Manager, Team Management, and Activity Logs. This unified platform streamlined workflows, enhanced communication, and provided secure, on-demand access to critical information, boosting overall efficiency and client satisfaction.
Project Gallery
Results & Stats
1k
clients managed securely by team spanning in multiple locations
30%
Faster Task Completion: Centralized dashboards and optimized workflows
20%
Client Satisfaction Increase: Improved communication and real-time client portal access
RBAC
Enhanced Security & Compliance: Secure document management and role‑based access controls
Technology Used
- Frontend: React.js for intuitive, responsive interfaces
- Backend: Node.js and Express for scalable, secure server operations
- Database: MySQL for efficient data management and reporting
- Cloud & Infrastructure: AWS for reliable hosting and resource scalability
- DevOps & CI/CD: Docker and automated pipelines for seamless, continuous deployments
