Case Study: TaxAssist Accountants achieves higher client retention and productivity with Receipt Bank

How Mike Melling used Receipt Bank to build an exit-proof TaxAssist practice

TaxAssist Herts., part of TaxAssist Accountants, wanted to move away from time-consuming manual data entry that was taking focus away from client service. With paper-based bookkeeping processes slowing the team down, the firm needed a better way to handle client information and create more value for customers.

Receipt Bank helped TaxAssist automate data submission and extraction, integrated with QuickBooks, so the team could spend less time chasing paperwork and more time advising clients. The result was stronger client retention, better team retention, and improved profitability, with Mike Melling estimating productivity gains of 60%–80% and saying the likelihood of clients leaving could drop by 80%–90% once they were onboarded to the new process.

TaxAssist Accountants

Mike Melling

TaxAssist Accountants