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Inefficiencies in the final stretch of tax prep fanned the flame of desire for a more streamlined tax preparation workflow for Scott Gasquoine, Partner at KBCA LLC. He was tired of the constant trading of documents back and forth during tax season and longed for a more efficient solution.

After seeing a SafeSend® demo at AICPA Engage, and a seamless implementation of the SafeSend Suite®, the firm reaped the benefits of automating the tax preparation workflow. Firm clients appreciated a more streamlined, secure tax experience.

“We try to keep as many of our software programs in the same suite so there’s less to keep track of,” said Gasquoine. Fully compatible with CCH ProSystem fx®, the SafeSend Returns® feature of the SafeSend Suite enabled the firm to automate the grouping, assembly, and preparation of transmittals, e-file authorization forms, payment vouchers, tax returns, K-1s, and the invoice for electronic delivery to their clients.

The technology that SafeSend provided eliminated the paper processes that were consuming so much of their time. Admins save 20 minutes per return and Gasquoine reduced his workload.

“We’re excited that SafeSend keeps a finger on the pulse of what we need as practitioners and having everything in one place is really efficient,” said Gasquoine.

Read the full case study and learn what Gasquoine’s advice is for busy firms, along with more details on the firm’s increased workflow productivity and elevated client experience with the SafeSend Suite.

See the Full Case Study!

See the full case study here and learn how KBCA boosted the efficiency of their tax preparation workflow, eliminated paper, and provided a simple, straightforward experience for their clients with the SafeSend Suite.

KBCA Case Study!

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