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
Managing client documents required constant follow-up and coordination across the Zauzo team.
Work lived in different places, and it wasn’t always clear what had been received or what was still missing. When someone was overloaded, it was difficult for another team member to step in without spending time getting up to speed. During tax season, those small inefficiencies added up and slowed down the entire workflow.
What changed with Soraban
Once everything moved into a single, organized workflow, the team could see exactly what was happening across every return.
Clients were guided with reminders, so documents came in more consistently and with fewer gaps. Instead of chasing updates, the team could focus on moving work forward.
Because everything lived in one place, work became easier to share across the team. Anyone could step in, understand the status, and keep things progressing without extra coordination.
- Documents arrived on time with fewer follow-ups
- Clear visibility into what was complete and what was missing
- Team members could step in and keep work moving
Zauzo nearly double the number of tax returns completed in-house compared to previous years.
Higher client engagement, less time spent chasing documents, and more flexible team collaboration.
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.
“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.
