Remote Success: How Soraban Improved Tax Processes for GreenGrowth CPAs

Company Profile

Background

GreenGrowth CPAs, a firm specializing in tax and accounting services for cannabis businesses, faced several inefficiencies during tax season. With over 500 returns per year—75% of which were business-related—the firm struggled with the lack of customization in their tax organizers and the constant back-and-forth with clients to gather missing information. Using Canopy for practice management and handling a majority of their tasks manually, the team found themselves starting from scratch with each client due to the limitations of their current system.

Challenges Before Soraban

GreenGrowth’s existing tax software produced generic and lengthy tax organizers that didn’t cater to the unique needs of their clients. This lack of customization resulted in headaches, particularly for individual tax returns, as the forms didn’t carry over any prior-year data. The team had to build their own intake forms, but this added to their workload and wasn’t efficient.

Additionally, with a short-staffed team, GreenGrowth struggled to keep up with the constant follow-ups required to get missing documents from clients. Their tax and bookkeeping systems operated in silos, causing confusion and making it difficult to manage data across platforms.

Key Challenges

• Creating their own intake forms due to cumbersome tax organizers.
• Lack of customization and data carryover led to time-consuming follow-ups.
• Constant back-and-forth with clients delayed processes.
• Managing two separate systems for tax prep and bookkeeping created inefficiencies.

Why Soraban

GreenGrowth began exploring other solutions to solve their inefficiencies and improve client management. After a thorough review of different platforms, they discovered that Soraban’s ability to provide customizable intake forms and automate client interactions aligned perfectly with their needs. The firm was particularly interested in Soraban’s capability to pull prior-year data into the new tax organizers, which would reduce manual work and follow-up questions.

Research Process:

• Evaluated platforms with customization and automation capabilities.
• Chose Soraban for its ability to integrate client data and automate processes.

The Implementation

GreenGrowth CPAs quickly implemented Soraban, focusing first on its customizable intake forms and automated document reminders. The onboarding process was smooth, with the Soraban team working closely with GreenGrowth to ensure that all of their specific requirements—especially for cannabis clients—were built into the system. The ability to pull prior-year data into the current year's tax organizers was a game-changer for the firm.

Key Implementation Steps:

• Customized intake forms based on client needs.
• Automated reminders for missing documents, reducing manual follow-up.
• Integrated prior-year data to avoid starting from scratch each tax season.

Results and Impact

With Soraban in place, GreenGrowth experienced immediate improvements. The automated reminders drastically reduced the amount of time the team spent chasing clients for missing documents. Customization within Soraban allowed the firm to tailor intake forms to each client, cutting down on errors and follow-up questions. The team saw significant time savings, enabling them to process returns faster and focus on higher-value tasks.

Conclusion

Soraban transformed GreenGrowth CPAs’ tax preparation process. By automating reminders, integrating prior-year data, and providing fully customizable intake forms, the firm drastically reduced the amount of time spent on client follow-up and improved overall efficiency. GreenGrowth CPAs is now better positioned to manage their growing client base, even with a small team.

Looking forward, GreenGrowth plans to further integrate Soraban across their entire practice, confident that it will continue to streamline operations and improve client satisfaction.