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Case Study
See How Outsourced Tax Services Helped This Dallas Firm
Wednesday, August 21, 2024 Taxfyle 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
“We Doubled Our Client Base”: An Accounting Firm's Success Story
Tuesday, July 30, 2024 SmartVault Accounting 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
Embracing Technology for Enhanced Bookkeeping Services at The Accountants for Creatives®
Wednesday, July 10, 2024 Categorize Me 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
How an Innovative Platform Created Growth for Every Stakeholder
Tuesday, July 9, 2024 Suralink 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
See How One Firm Simplified Its Tax Preparation Workflow Through Outsourcing
Tuesday, July 9, 2024 Taxfyle 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
How Windes Accounting Benefits from Offshoring
Monday, April 15, 2024 The Back Room 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
Culture Assessment Case Study
Monday, June 13, 2022 The Ohio Society of CPAs Learn how OSCPA successfully launched and took action on the results of their Culture Assessment.
Case Study
Case Study: How One Firm Streamlined their Request List Process
Friday, April 1, 2022 Suralink 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
How Mid-Size Accounting Firms are Future Proofing Their Firms
Tuesday, January 25, 2022 PracticeERP 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
UHY: Using Technology Creatively to Provide a Consistent Client Experience
Thursday, September 16, 2021 Suralink 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!