700-return firm improved client intake and accelerated payments
Company Profile
Firm: Lee & Crowley, LLC
Size: 700 returns/year
Tax software: CCH Axcess
During tax season, the firm had a process that worked, but it required constant follow-up to keep things moving. Something that has become all too common for firms.
Clients didn’t always send everything needed to complete a return. Some submitted partial documents, while others needed reminders or clarification before moving forward. Even small gaps created delays across the entire workflow.
That left the team spending time:
- Following up on missing client documents
- Going back and forth to complete intake
- Tracking payments after returns were delivered
By the time a return was finished, there was still work left to do. Invoices had to be sent, tracked, and chased down separately.
The result was a slower start to each return and delayed cash flow at the end of the process.
What changed with Soraban
The biggest changes showed up in how work started and how it finished. Clients were guided through a clear checklist, so they knew exactly what to upload and when. Instead of partial submissions and follow-ups, most returns arrived complete the first time.
- Documents came in earlier and with fewer gaps
- The team spent less time following up with clients
Payment was no longer a separate step at the end of the process. Clients could take care of it as they moved through their return, without extra reminders or manual tracking.
Lee & Crowley saw more returns arrive complete, fewer client follow-ups, and a sharp drop in outstanding invoices. Cash flow improved during tax season, without adding pressure to the team.
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.
"Soraban is a valuable tool for our firm increasing efficiency in our client interactions with both document collection and client payments. 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.
