Case Study: BMSS streamlines tax return delivery and saves time with SafeSend

How BMSS automatically downloads e-signed 8879s, simplifies the tax process for their clients, and reduces deadline workweeks to 55 hours or less

BMSS LLC Advisors & CPAs, the second largest locally owned CPA firm in Alabama, faced a time-consuming and manual process for delivering client tax returns. As a long-time user of SafeSend's e-signature solution, they sought a more efficient way to assemble and deliver 1040s to their clients, aiming to streamline operations across their three offices.

To address this, BMSS implemented the SafeSend Suite, utilizing SafeSend Returns for tax return assembly and delivery. The solution provided a centralized, automated workflow that significantly reduced processing time. The firm reported saving approximately 15 minutes per return, reduced administrative overtime during deadline weeks from 80 to 50 hours, and increased their usage of business returns by 78%. BMSS also praised SafeSend's responsive support and API integrations, which further automated their filing process and enhanced the client experience.

BMSS

Melody Young

Admin Operations Manager