Case Study: KBCA LLC achieves faster, paperless tax return workflows with SafeSend

How KBCA reduced partner workload, replaced multiple software platforms, and eliminated paper processes

KBCA LLC, an accounting firm based in Nevada, faced significant inefficiency in the final stages of its tax preparation process, which involved constant manual handling, printing, and physical delivery of tax returns. This paper-based workflow consumed valuable staff time, particularly during the busy season. Seeking a streamlined solution, partner Scott Gasquoine looked to vendor SafeSend to automate their process.

By implementing SafeSend Returns, the firm automated the assembly, delivery, and e-signature process for tax returns. This solution integrated seamlessly with their existing software and was quickly adopted by clients. The results were substantial time savings, with partners saving 5-10 minutes and admin staff saving 20 minutes per return, leading to a reduction in overall weekly work hours. Client adoption surged to nearly 100%, and the shift to a digital process future-proofed the firm, especially during the pandemic. SafeSend provided a secure, efficient platform that significantly reduced paper use and manual labor.

KBCA LLC

Scott Gasquoine

Partner