Customer Stories

Polay + Clark Use to Build Trust with High Net-Worth Clients

In this interview with, Polay + Clark’s Jimi Stout, cloud ecosystem director, and Tate Henshaw, project manager, discuss how has helped them build trust and standardize.
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Tell us about your firm.

Tate: Founded in 1999, Polay + Clark focuses on entertainers and sports players. We work like a family office, but also offer traditional CPA services.

How has leveraging improved your workflow process?

Tate: When we started exploring the cloud, it quickly became apparent that was the leader in payables. We handle 20-30 payments a day for clients. We would have to email Excel spreadsheets listing bills, send scans, and coordinate payment amounts. There was always confusion. Now, clients swipe to approve or deny bills on the mobile app. They really enjoy the convenience. I call it the Tinder of payables.

Jimi: Using the interface eliminates the inconvenience of using multiple online banking portals to process a bill payment.

What’s your ROI?

Tate: When dealing with high net-worth individuals, business is built on trust. helps build that trust through transparency. Clients can see and approve every bill and every single transaction if they want. has expanded our employees’ capacities. They aren’t bogged down in creating Excel lists or reconciling transactions. They concentrate on being advisors and looking at cash flow, estate planning, and how to save money.

Jimi: If someone needs payables, we’re going with We can get a bill in and out in two minutes if needed.

What tips would you give firms that want to improve business?

Tate: Streamline your processes and train your staff. It’s easy to bow to every client’s demand and use 400 different systems and banks. But if you want to scale, that’s not a sustainable model.

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