750-return firm replaced paper organizers with digital intake

Like many accounting firms, Necelis CPA had a process that worked — until it didn't. Each year, the team prepared and mailed hundreds of paper organizers to clients. Familiar. Manageable. And for a while, it got the job done.

Organizers came back slowly. Some never came back at all, or arrived incomplete. The team followed up, clients got busy, and what should have been a straightforward start to the season turned into a cycle of emails, reminders, and guesswork. Even the "digital" option didn't fully solve it — fillable PDFs created more questions than answers, especially for clients who weren't comfortable navigating them.

By the time documents were ready, the real work hadn't even started. And the team was already behind.

What changed with Soraban

The shift wasn't just from paper to digital. It was a move from waiting to momentum. Instead of sending organizers and hoping for a response, Necelis CPA gave clients a simple way to start right away — no password to remember, no confusing forms. Just a clear path to upload documents and move forward — that's Soraban Collect.

• Clients submitted documents sooner — without needing follow-ups
• The team could immediately see what was missing without digging
• Connectpushed extracted data straight into Drake — no re-keying
• Admins spent less time chasing and more time moving work forward

For both staff and clients, the process felt easier. Not because it was new — but because it finally worked the way it should.