Case Study: Montgomery & Company CPAs streamlines tax return delivery with SafeSend

Montgomery and Company - Customer Case Study

Montgomery and Company CPAs, a small accounting firm, was struggling with an inefficient and confusing process for delivering tax returns to clients. They were using multiple disjointed software packages, which forced clients to navigate several different emails and platforms just to sign and receive their documents. Seeking to consolidate this into a single, simple platform, they turned to the SafeSend Suite for a solution.

By implementing SafeSend, the firm automated and streamlined its entire delivery and signature process. The solution integrated seamlessly with their Thomson Reuters UltraTax CS software, eliminating busywork and reducing the potential for error. This had a dramatic measurable impact: the time to process a single return dropped from 30 minutes to virtually nothing, allowing the firm to cut its support staff in half while increasing output, processing over 70 returns for one deadline. SafeSend provided the efficiency and control the firm needed to scale its operations.

Montgomery and Company

Joe Montgomery

Managing Partner