CASE STUDY
1,200-return firm nearly double the number of tax returns
Company Profile
Client: Zauzo & Associates
Size: 1,200 returns/year
Softwares Used: Lacerte, Karbon / IPM, SmartVault
What was slowing them down
Before Soraban, managing client documents required frequent follow-ups and manual coordination. It was difficult for team members to step in and help when someone was overloaded, which slowed down the workflow during tax season.
What changed with Soraban
- Clients submitted documents through one organized workflow with automated reminders → Documents arrived on time with far fewer follow-ups
- Everything lived in one place → Team members could easily step in and manage client work when needed
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
Nearly double the number of tax returns in-house compared to previous years.
- Higher client engagement
- Less document chasing
- More flexible team collaboration
“Client feedback has been overwhelmingly positive. They appreciate having everything in one place, and the automated reminders have significantly boosted engagement. We’re seeing documents submitted on time with much less follow-up needed. Soraban has streamlined our process and improved both our efficiency and client experience.”
Zuazo & Associates Admin Team
I don't want people to feel like they're having to do their own return.
