Case Studies

Real stories of how CPA firms transformed their operations and reclaimed their time

Rescuing the "Lost Hours"—How Workflow Automation Solved a CPA Firm's Capacity Crisis

How a 35-person regional CPA firm reclaimed 5,000+ billable hours annually and reduced staff turnover by 60% through strategic workflow automation.

How a 20-person CPA firm transformed their onboarding process, reducing time by 67% and tripling their capacity to take on new clients.

A 30-person firm was drowning in 2,200 client emails per week. They implemented a client portal strategy and recovered 180 hours per month.

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