1,200-return firm nearly doubled in-house returns

Managing client documents required constant follow-up and coordination across the Zuazo 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 through Soraban Collect, 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. Alongside their Lacerte, Karbon, and SmartVault stack, Soraban Connect kept extracted data flowing between tools without duplication.

• 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

Zuazo nearly doubled 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.