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

Robert W. Morris & Company saves 325 hours with SafeSend

Robert W. Morris & Company, a family-run accounting firm, faced significant challenges due to its multiple, disjointed processes for delivering tax returns. With several electronic methods and paper in use, the administrative staff was overburdened, training was difficult, and the firm was at a staffing crossroads. Seeking to streamline operations, the firm turned to the vendor SafeSend after discovering their SafeSend Suite through Rootworks.

By implementing the SafeSend Suite, the firm consolidated its tax return delivery into one streamlined, automated process. The solution from SafeSend was easy to implement, integrated seamlessly with their existing UltraTax CS software, and provided a superior, user-friendly experience for clients. The results were substantial: the firm saved an estimated $17,000 to $20,000 in salary by needing one less administrator, and saved 325 hours by reducing the return processing time from 15-20 minutes to just 5 minutes per return. The staff experienced less stress, and the firm received overwhelmingly positive client feedback.

Robert W. Morris & Company