Case Study: Therrien & Associates achieves paperless tax workflow efficiency with SafeSend

How the firm saved 25 minutes per return, provided excellent client experience, and eliminated paper processes

Therrien & Associates, P.C., a boutique CPA firm, faced significant challenges with its paper-based tax return process, which was time-consuming, environmentally unfriendly, and physically arduous for staff. Administrative Assistant Lisa Goldbecker sought a digital solution that was simple for both the firm and its clients to use, leading them to discover SafeSend and its product, SafeSend Returns.

SafeSend implemented its Returns solution, which automated the preparation, delivery, and signing of tax returns. The results were dramatic, saving the firm 20 minutes per return and reducing their paper consumption from 40 cases to just 3. The software's ease of use won over even less tech-savvy clients, improved workflow efficiency, and provided the flexibility for returns to be signed from anywhere, leading to invaluable time savings and client satisfaction that the firm described as "priceless."