Next Step Enterprises
Two Austin-area financial service firms merged to form Next Step Enterprises to fully service tax, payroll, and bookkeeping needs for their clients. The partners learned valuable lessons in their respective ventures and planned for growth from the onset.
Wagging Labs expanded upon an existing identity to create parent and child logos. When it comes time to divide the enterprise into tax, bookkeeping, and payroll services there won’t be confusion with existing clients.
In the past, the companies built their sites Drupal and Homestead — more obscure content management systems that were difficult to update between limited access due to a private host and large learning curve. The new WordPress site, paired with WP Engine’s user-friendly website hosting, offered peace of mind.
Managing sensitive information is vital to financial services and Next Step needed a secure and easy way for clients to send documents. Email is not compliant with regulations. Wagging Labs provided a custom solution for clients can easily upload documents via a web form. Wagging Labs developed a PHP script to amend the client’s name to each of the files and group everything into a secure Dropbox folder with timestamp to keep data organized.
A custom solution was developed for clients to easily upload documents via web form instead of insecure email attachments.
Wagging Labs developed a PHP script to amend the client’s name to each of the files and group everything into a secure Dropbox folder with timestamp to keep data organized.