Case Study: Gray, Salt & Associates boosts tax workflow efficiency with SafeSend

How this firm provides a smooth client experience, increased partner work capacity 50%, and reduced work to less than 55 hours a week

Gray, Salt & Associates, a full-service accounting firm, was struggling with a clunky, inefficient process for delivering tax returns and obtaining e-signatures from clients using their tax software's built-in tool. This system lacked proper tracking and filtering, causing their admin team to waste significant time managing the process. Seeking a solution to elevate the client experience and save time, the firm turned to the SafeSend Suite from vendor SafeSend.

By implementing SafeSend Returns for tax return delivery and e-signing, along with SafeSend Organizers and SafeSend Exchange, the firm streamlined its entire workflow. The results were substantial: one partner reduced his client appointments from 150 to just 12, increasing his work capacity by 50%. Firm-wide, overtime was eliminated with no one working over 55 hours, and the firm achieved nearly 100% client satisfaction. SafeSend provided the gift of time and significant operational efficiency.

Gray, Salt & Associates

Dalton R. Sweaney

Managing Partner