Case Study: a leading tax preparation, tax planning, accounting services and bookkeeping company achieves 10X tax planning capacity with Corvee

How to Increase the Capacity of Your Firm Using Tax Planning Software for CPAs

The customer, a leading tax preparation and accounting services firm led by CPA JR Gramstad, faced significant challenges with a manual, time-consuming tax planning process that used Excel spreadsheets and PowerPoints. This inefficient method limited the firm's capacity, was difficult to streamline, and hindered its ability to find optimal tax savings for clients. The firm turned to Corvee and its tax planning software for a solution.

By implementing Corvee's software, the firm automated its tax planning calculations and gained the ability to quickly generate polished, professional deliverables for clients. This solution dramatically increased the firm's capacity, allowing them to perform ten times as many tax plans. The results were substantial, including a 100% increase in their close rate for new clients, a 30-50% average increase in client savings, and record-breaking monthly revenue, accelerating the firm's year-over-year growth.