Case Study: Secure Plus Financial achieves greater tax savings and faster client delivery with Corvee Tax Planning Software

Financial Manager Discovers How to Optimize Advisory Services with Tax Planning Software for Accountants

Secure Plus Financial, a financial services firm founded by Omar Garcia, faced the challenge of delivering tax planning services in a way that clients could perceive and appreciate the value. The firm was not charging separately for these services and struggled to visually demonstrate the savings they discovered. To address this, they implemented Corvee Tax Planning software.

Using Corvee's software, the firm was able to create custom-branded, detailed deliverables that visually showcased tax savings strategies for clients. This solution allowed them to find two to three times more tax savings per plan and deliver proposals in hours instead of a week. As a result, Secure Plus Financial achieved 85% firm revenue growth year over year, with clients expressing high satisfaction with the perceivable value.

Secure Plus Financial

Omar Garcia

Financial Manager