Case Study: Marley Management Corporation achieves faster, real-time tax reporting with FYIsoft

Increasing Efficiency During Tax Time with FYIsoft

Marley Management Corporation, founded in 1991, manages accounting, tax, finance and real estate investment services for nearly 200 entities and must produce roughly 2,000 tailored reports (book, tax and fair market value) for partners, boards and lenders. Tax season was especially challenging—Marley needed to populate many different tax forms quickly and accurately across a wide variety of entity types. To address this, Marley turned to FYIsoft and its financial reporting software.

FYIsoft implemented configurable tax row formats and its DirectConnect real-time reporting tool so Marley could map Chart of Accounts data directly to Form 1065, 1041, 1040 and other returns, and run reports on book, tax and fair market bases. The result: report creation that once could take weeks is now done in hours, reports run in seconds, IT support is rarely needed, and Marley gains accurate, up-to-date figures during tax time—enabling far faster, more reliable filing with FYIsoft.

Marley Management Corporation

Brad Jameson

Senior Director of Finance & IT