Case Study: Henssler CPAs & Advisers achieves 22% more tax returns with Firm360

Henssler CPAs & Advisers boosts tax returns 22% with Firm360

Henssler CPAs & Advisers, LLC, a tax-focused accounting firm, faced significant workflow inefficiencies after the sunset of their legacy document management system, FileCabinet CS. Their previous Thomson Reuters stack was a collection of disconnected tools that required constant manual data entry and context-switching, leading to lost admin hours and a lack of visibility into non-billable time. This challenge prompted them to seek a new, integrated solution, leading them to evaluate and ultimately select Firm360.

By implementing Firm360's all-in-one practice management platform, Henssler consolidated its client lifecycle into a single system. The solution provided automated workflows for engagement letters and e-file forms, a streamlined client portal, and integrated time tracking. The results were immediate and substantial: a 22% increase in tax returns filed, up to 36 admin hours saved per month, and over 350 engagement letters processed in under six weeks with zero manual follow-up. Firm360's support and onboarding were also crucial to the firm's successful transition and best tax season in years.

Henssler CPAs & Advisers, LLC