Case Study: Community Tax achieves 80% same-day client enrollment and streamlined operations with SugarCRM

Full-Service Tax Firm Pays Efficiencies Forward to Improve Customer Experiences

Community Tax, a nationwide full‑service tax firm that receives over 1,000 leads a day, needed an end‑to‑end platform after two years and significant expense on a CRM that never launched. With clients touched by eight to ten departments and heavy manual processing across multiple systems, the company sought a highly customizable solution to eliminate busywork, remove blindspots, and deliver a faster, more consistent customer experience.

Working with SugarCRM and partner Nablasol, Community Tax built automated workflows and integrated third‑party apps for unified communications, payments, lead management, and document handling. The platform now enables 80% of client enrollments to finish same day (often on the first call), cut application‑review staffing in half despite doubled business, and provide full visibility and caller routing—improving efficiency, employee experience, and customer outcomes while leaving room to scale.

Community Tax

Nick Charveron

Partner and Co-Founder