Case Study: Robert W. Morris & Company streamlines tax return delivery with SafeSend

How the firm streamlined processes, elevated the client experience, and slept better during busy season

Robert W. Morris & Company, a family-run accounting firm, was struggling with inefficient, multi-step processes for delivering tax returns and obtaining signatures. Using multiple disparate systems created significant administrative burdens, made training difficult, and caused friction for both staff and clients. Seeking to streamline their workflow, the firm turned to the vendor SafeSend and implemented the SafeSend Suite.

The solution provided a single, automated platform that integrated seamlessly with their existing UltraTax CS software. The implementation was smooth and supported by responsive customer service. The results were substantial: the firm saved an estimated $17,000-$20,000 in salary by needing one less admin, saved over 325 hours by cutting process time from 20 minutes to 5 minutes per return, and delivered over 1,300 returns. SafeSend provided a streamlined, error-free process that drastically improved productivity and client satisfaction.

Robert W. Morris & Company

Rob Morris

President