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:
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.
The biggest changes showed up in how work started and how it finished. Clients were guided through a clear checklist via Soraban Collect, so they knew exactly what to upload and when. Instead of partial submissions and follow-ups, most returns arrived complete the first time.
Payment was no longer a separate step at the end of the process. With Soraban Deliver, clients could take care of payment 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.
"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
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