Portland accounting firm upgrades from CCH ProSystem fx Scan to SurePrep technology and sees immediate return on investment

HSS Partner Leah DiGregorio set out in search of more robust 1040 tax solutions to support HSS staff and improve their process. That search led Leah to SurePrep. Leah considered SurePrep the obvious choice when she saw what the technological advancements would mean for HSS staff and clients. In 2019, HSS made the decision to upgrade from ProSystem fx Scan and AutoFlow to SurePrep’s 1040SCAN PRO. HSS also adopted SurePrep’s workpaper management system, SPbinder, at no additional cost. The technology upgrade transformed the firm’s workflow and returned major efficiency gains within the first year. HSS used the time savings to resolve staffing pressures and elevated junior staff to focus on higher-value work. 

Having that mindset of what’s possible. I think that’s part of SurePrep. You’re always evolving, you’re looking for technological advancements, you’re trying to solve those problems.

—Leah DiGregorio, Partner, Hoffman, Stewart & Schmidt, P.C.

New York financial advisory firm transforms workflow with TaxCaddy Smart Links

Tax automation software makes tax season easier for clients and easier for firms. The shift to a digital, paperless tax process is here, but change can be challenging for some taxpayers. It takes technology advocates to move the needle of adoption. For WISE Financial Advisors, it was worth the effort.

WISE Financial Advisors is a firm of four employees located in New York State. WISE processes 1040s and provides holistic financial planning to high-net-worth individuals. Michael Weinberg, President and Founder, recently onboarded all the firm’s clients to TaxCaddy and Smart Links.

What I see this future becoming is that it’s ultimately all going to be about Smart Links.

— Michael Weinberg, President and Founder, WISE Financial Advisors 

How to avoid the 16-hour workday during tax busy season

Many tax professionals work exhausting hours during tax busy season. Due to staffing shortages, firms have no choice but to impose demanding schedules, which leads to accounting burnout and attrition. The problem is cyclical. Over time, unsustainable labor practices backfire on the bottom line.

This is not inevitable. There are solutions.

We made up so much time in efficiency. The upfront scanning takes a fraction of the time of what it did before. The review took a fraction of the time it took before.

— Tom Osborne, CPA