CASE STUDY
700-return firm improved client intake and accelerated payments
Company Profile
Client: Lee & Crowley, LLC
Size: 700 returns/year
Softwares Used: CCH Axcess
What was slowing them down
During tax season the firm needed a smoother way to:
- Collect all required client documents
- Reduce back-and-forth with clients
- Track and collect payments after returns were delivered
Outstanding invoices and manual follow-up slowed cash flow.
What changed with Soraban
- Collect: Clients uploaded documents through a guided checklist → Standard returns arrived complete with less follow-up.
- Integrated payments: Clients paid while submitting documents → Payment collection happened earlier in the process
I’m not a fan of my current tax organizer, but clients still ask for it, so I send it out even though many clients don’t bother filling it out.
Impact
- Returns arrived more complete
- Fewer client follow-ups
- Outstanding invoices dropped
- Cash flow accelerated during tax season
Soraban is a valuable tool for our firm increasing efficiency in our client interactions with both document collection and client payments. The system worked well to collect documents for standard returns, and the integrated billing allowed us to collect payment at the same time as clients uploaded documents. This eliminated tracking down outstanding AR and greatly accelerated our cash flow.
Lee & Crowley Team
I don't want people to feel like they're having to do their own return.
