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Case Study
Wednesday, August 21, 2024
Taxfyle
See How Outsourced Tax Services Helped This Dallas Firm
A regional firm leveraged the extensive network of Tax Professionals using Taxfyle to reduce their turnaround time from 4-6 weeks to 2-3 weeks, saving them an average of 7 hours per tax return.
Case Study
Tuesday, July 30, 2024
SmartVault Accounting
“We Doubled Our Client Base”: An Accounting Firm's Success Story
This is the story of how one firm doubled its client base, dramatically improved retention, and achieved the holy grail of the accounting world: making more money while working less.
Case Study
Wednesday, July 10, 2024
Categorize Me
Embracing Technology for Enhanced Bookkeeping Services at The Accountants for Creatives®
Discover how this tax firm transforms bookkeeping services for creative professionals using cutting-edge technology. Learn about their strategic approach to delivering precise timely financials in the digital accounting landscape.
Case Study
Tuesday, July 9, 2024
Suralink
How an Innovative Platform Created Growth for Every Stakeholder
With Suralink's streamlined software where each interaction is centralized, Whitely Penn has been able work more productively not only within their team but also with their clients.
Case Study
Tuesday, July 9, 2024
Taxfyle
See How One Firm Simplified Its Tax Preparation Workflow Through Outsourcing
Tax season doesn’t need to be complicated. In Snortland, Fernandez, Brown & Gruver’s case, they outsourced some of their tasks to relieve busy season compression.
Case Study
Monday, April 15, 2024
The Back Room
How Windes Accounting Benefits from Offshoring
Find out how working with The Back Room smoothed the road for Windes to build their new Philippines team. They share what they've learned and how the business has improved in efficiency and communication.
Case Study
Friday, April 1, 2022
Suralink
Case Study: How One Firm Streamlined their Request List Process
Not all time consuming tasks can be easily automated. This case study details one rapidly growing accounting and tax firm's solution to successfully streamline time consuming processes.
Case Study
Tuesday, January 25, 2022
PracticeERP
How Mid-Size Accounting Firms are Future Proofing Their Firms
Now more than ever it is more important to automate and embrace technology in your accounting Firm. Find out how to gain major cost savings by just eliminating disconnected systems and automating processes.
Case Study
Thursday, September 16, 2021
Suralink
UHY: Using Technology Creatively to Provide a Consistent Client Experience
See what one company's results were after utilizing a dynamic workflow solution that led to more efficiencies for their internal teams, and improved their client experiences!Powered by Lead Marvels, Inc 2024