Case Study: The Bonadio Group achieves a more efficient digital tax workflow with Legisway

Automating the digital tax workflow for enhanced client experience

The Bonadio Group, a professional accounting firm, needed a way to improve client service while dealing with staffing pressures and increasingly complex tax workflows. To support its tax operations, the firm used Legisway’s integrated digital workflow approach alongside CCH Axcess and CCH ProSystem fx tools for individual and business tax returns.

With Legisway’s support, The Bonadio Group streamlined data entry, document management, and return preparation by automating repetitive tasks and integrating work across engagement, fixed assets, and tax systems. The result was a more efficient end-to-end process, less burden on junior staff and reviewers, and more time for the team to focus on advisory work and delivering a better client experience.

The Bonadio Group

Debra Zarzycki

Director of Tax Operations