Case Study: CPA Tax Partners achieves scalable growth and pandemic-ready remote work with OfficeTools

CPA Firm Triumphs During Pandemic with Practice Management Technology

CPA Tax Partners, a New York boutique accounting and tax advisory firm, faced growing pains as manual processes and paper files could no longer support expansion. Seeking integration with their tax software (Lacerte) and better standardization, they turned to OfficeTools and later moved operations to Abacus Private Cloud to address security, collaboration, and scalability needs.

OfficeTools provided practice-management, time-tracking, document management and email integration while Abacus Private Cloud delivered secure cloud access and backups. The result: elimination of paper returns, clearer visibility into profitability and staffing (helping plan capacity and set fees), onboarding of another 12–13 people, and uninterrupted tax-season operations during COVID-19 — outcomes CPA Tax Partners attributes directly to OfficeTools.

CPA Tax Partners

Michael Rosedale