Case Study: Friedman+Huey saves 583 hours with Thomson Reuters SafeSend Tax Returns

Friedman+Huey saves 583 hours with Thomson Reuters SafeSend Tax Returns

Friedman+Huey, an accounting firm based in Chicago, faced a cumbersome and inconsistent paper-based process for assembling and delivering tax returns across its three locations. The manual workflow, which included printing, stapling, and mailing, was time-consuming and created a critical bottleneck in retrieving signed e-file forms from clients. This challenge was exacerbated during the COVID-19 pandemic, accelerating the firm's need for a digital solution from vendor Thomson Reuters.

Thomson Reuters implemented its SafeSend Tax Returns solution to streamline and standardize the firm's tax return assembly workflow. The platform provided an intuitive client interface and automated reminders for signatures, eliminating manual follow-ups. The results were significant, saving the firm 583 hours of administrative time annually by reducing the process to just five minutes per return. Thomson Reuters' solution also improved workflow consistency, boosted staff morale, and strengthened client retention.

Friedman+Huey