Case Study: Block & Anchin LLP achieves faster, more accurate tax filing and eliminates seasonal hiring with Roots Automation

Block & Anchin LLP - Customer Case Study

Block & Anchin LLP, a large New York public accounting firm processing over 50,000 tax returns, estimates, and extensions annually, faced rising recruiting costs from reliance on 10–12 seasonal temps, frequent calls for extra staff at critical deadlines, and significant accuracy and reputation risk with a small core team of six full-time employees. They engaged Roots Automation to address speed, accuracy, and scalability using its Digital Coworkers (Finance Associate Digital Coworker).

Roots Automation deployed a Finance Associate Digital Coworker to perform first- and second-level reviews, flag issues for human resolution, and re-review filings before sign-off. As a result, the firm no longer needs seasonal temporary workers or to pull additional staff during peak periods, the Digital Coworkers review every filing with humans handling only exceptions, and the solution improved processing speed, accuracy, and reduced administrative burden for Block & Anchin LLP.

Block & Anchin LLP

David Emmer

Chief Innovation Officer