Case Study: SOS 1040 Plus, LLC achieves streamlined scheduling, paperless workflows and 12% growth with Microsoft Teams

Family tax preparation startup chooses all-in-one solution to help grow business

SOS 1040 Plus, LLC, a three‑person family tax preparation startup in Fairlawn, Ohio, needed an affordable, integrated way to manage appointments, task assignments, and mobile work without a receptionist. After finding third‑party tools costly and incompatible, the team adopted Microsoft Teams and the broader Microsoft Office 365 suite (including Microsoft Planner, Microsoft Bookings and MileIQ) to support collaboration, scheduling and client mobility across demographics.

Leveraging Microsoft Teams with Planner for task tracking, Bookings for automated appointments and reminders, and MileIQ for mileage reporting, SOS 1040 Plus, LLC went virtually paperless, eliminated receptionist costs and improved onboarding and remote collaboration. The Microsoft Teams‑based solution helped the firm grow about 12% in 18 months (roughly 100 new clients per year), delivered owner mileage savings of about $300–$500 per month, and freed staff time to expand offerings like a weekly internet radio show.

SOS 1040 Plus, LLC

Gabrielle Daniel

Marketing Chief