Engineered Tax Services – Zoho One Optimization Case Study
Industry: Tax & Engineering Consulting |
Location: West Palm Beach, FL (Nationwide) |
National Firm
Apps: Zoho CRM, Projects, Books, Sign, WorkDrive, Analytics, Cliq, Invoice
Executive Summary
Engineered Tax Services (ETS) is a national consulting firm serving developers, investors, property owners, and CPAs with specialized engineering-based tax solutions. As ETS expanded its use of Zoho One, the team needed expert guidance to better understand platform capabilities, streamline integrations, and accelerate adoption across departments.
Zenatta partnered with ETS to provide hands-on support and deep technical expertise, helping the team shorten implementation timelines while building scalable, well-integrated workflows across CRM, Projects, WorkDrive, and Zoho Sign.
The Challenge
Prior to working with Zenatta, ETS struggled to fully understand the features, limitations, and best-use scenarios of Zoho’s products. While Zoho offered the flexibility they needed, a lack of structured guidance slowed progress and led to extended trial-and-error during implementation.
In previous efforts, it took as long as six months to fully understand and customize Zoho Projects and its integrations with CRM and other applications. ETS needed a knowledgeable partner to reduce complexity, shorten ramp-up time, and help their internal team work more confidently within Zoho.
Why It Mattered
As a nationwide consulting firm managing complex engagements, delays in system setup directly impacted productivity and internal adoption. Project tracking, document management, and cross-team collaboration needed to be consistent and reliable.
Accelerating time-to-value while maintaining flexibility was critical to ensuring Zoho One could support ETS’s long-term growth.
The Zenatta Solution
Zenatta worked closely with the ETS team to deliver hands-on support, troubleshooting, and implementation guidance—focusing on practical solutions that could be supported internally over time.
- CRM & Projects Integration: Zenatta helped ETS connect Zoho CRM with Zoho Projects, ensuring smoother transitions from sales to delivery and consistent data flow between systems.
- Document & Signature Automation: Zoho Sign and WorkDrive were optimized so engagement documents could be generated, sent, signed, and stored automatically within existing workflows.
- Hands-On Support & Troubleshooting: Zenatta provided real-time guidance to help ETS understand platform limitations, resolve edge cases, and make informed configuration decisions.
- Accelerated Implementation: With Zenatta’s expertise, ETS shortened their integration timeline by approximately three months compared to prior Zoho implementations.
“Zenatta helped us shorten the integration process with CRM, WorkDrive, and Sign by about three months. Their hands-on support made a significant difference.” – Charina Padilla, Engineered Tax Services
Results
While ETS does not track formal KPIs for this phase, the impact was immediately visible:
- Implementation timelines reduced by nearly 50%.
- Improved confidence using Zoho Projects alongside CRM.
- More consistent document management with WorkDrive and Zoho Sign.
- Greater internal understanding of Zoho capabilities and limitations.
“Excellent customer service and flexibility. Zenatta’s team worked hands-on with us and helped us understand Zoho faster than we ever could on our own.”
– Charina Padilla, Engineered Tax Services
