How a Wealth Management Client Simplified Tax Document Access with Salesforce and Experience Cloud
The client needed a simpler way to manage tax documents and give clients access to them. Tax documents, including 1099 forms, were stored in SGG, while Salesforce was used to manage client information and relationships.
Pivotal Leap connected SGG with Salesforce and Experience Cloud so relevant tax documents could be linked to the appropriate client records and made available through the client portal.
Key Outcomes
Connected SGG with Salesforce for tax document access.
Related tax documents to the appropriate client records.
Made 1099 forms and other tax documents available through Experience Cloud.
Gave clients direct portal access to relevant tax documents.
Business Challenge
Tax documents and client information lived in separate systems. The client needed a more direct way to connect document storage with the client records used in Salesforce.
Tax documents, including 1099 forms and other tax documentation, were stored in SGG.
Client information and relationship details were maintained in Salesforce.
The team needed a way to associate the appropriate tax documents with individual clients.
Clients needed digital access to their tax documents through the Experience Cloud portal.
Client Priorities
The client wanted to make tax document access simpler for internal teams and clients.
Connect SGG with Salesforce for tax document access.
Associate tax documents with the appropriate individual client records.
Make 1099 forms and other tax documents available through Experience Cloud.
Give clients digital self-service access to their financial documents.
Bring document access into the existing client-facing portal experience.
How Pivotal Leap Simplified Tax Document Access
SGG tax documents were connected with Salesforce
Pivotal Leap connected relevant tax documents stored in SGG with Salesforce, bringing document access into the same client context used by the team.
Tax documents were linked to individual clients
Documents were linked to the appropriate client records so each client could access the documents associated with their account.
Experience Cloud provided client access
Relevant tax documents were made available through Experience Cloud, giving clients direct digital access through the portal.
Document access became part of the client portal
Tax document access became part of the existing Experience Cloud portal, reducing the need for a separate document access experience.
Implementation Details
SGG was used as the source for tax documents.
Salesforce provided the client records and relationship context.
Tax documents were associated with the appropriate individual client records.
Experience Cloud provided the client-facing portal.
The connected workflow supported access to 1099 forms and other tax documentation.
Business Workflow
- 1SGG
- 2Salesforce Client Record
- 3Experience Cloud
- 4Client
Tax documents are stored in SGG and linked to the appropriate Salesforce client record. Relevant documents are then made available through Experience Cloud for client access.
Business Outcomes
Tax documents were connected with the appropriate client records.
Clients gained digital access to their tax documentation through Experience Cloud.
1099 forms and other tax documents could be surfaced through the client portal.
Salesforce client information and SGG document storage were brought into the same access workflow.
Tax document access became part of the broader digital client experience.
Pivotal Leap's Role and Impact
Connected the document source with the CRM environment, giving the team a defined path from SGG to Salesforce.
Structured document access around individual client records, helping ensure the relevant documents were presented in the right client context.
Extended the workflow into Experience Cloud, turning back-office document storage into a client-facing experience.
Focused the implementation on client access, rather than simply connecting the underlying systems.
Still managing client tax documents across separate systems?
Pivotal Leap can connect document systems with Salesforce and Experience Cloud so clients have a simpler way to access important tax documents.
Before vs. After
| Before | After |
|---|---|
| Tax documents stored separately in SGG | Tax documents linked to Salesforce client records |
| Client information maintained in Salesforce | Tax documents linked to the appropriate client |
| Documents required a separate access process | Relevant documents available in Experience Cloud |
| Clients needed digital access to tax documents | Clients could access relevant tax documents through the portal |
| Document storage and client records operated separately | SGG, Salesforce, and Experience Cloud connected in one access workflow |
Technology Stack
What People Say
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