Lahaina Consulting Group

"Qtask gives us leg up on our competition and has truly proved to be a panacea for our company."

Mike Baum, Principal – Lahaina Consulting Group

As an Investment Advisement firm, the team at Lahaina has to create, edit and handle numerous documents and agreements required to make banking transactions for each of their clients quickly and safely. Handling this process by email was inefficient and limited the number of clients they could handle at one time.

Using Qtask, Lahaina creates a task for each of their clients, where they can collaborate with and store all of the information and documents pertaining to that client such as such as Consulting agreements, Executive summary, PowerPoint presentations, Financial models, and Private placement memorandums, separately and securely.

Qtask helps Lahaina increase the collaboration with their clients and handle documents more efficiently, enabling them to be more productive and appear more professional.

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