Case Study: Gray, Salt & Associates cuts firm-wide work hours with SafeSend from Thomson Reuters

Gray, Salt & Associates cuts work hours by 50% with Thomson Reuters SafeSend

Gray, Salt & Associates, LLP (GSA), a full-service accounting firm, faced a challenge with a clunky and inefficient eSigning process from their previous tax software. This system made it difficult to track client progress and was time-consuming for the firm's staff. Seeking to elevate client experience and save time, GSA turned to the vendor Thomson Reuters and its SafeSend solution.

By implementing a suite of tools including SafeSend Organizers, Secure File Transfer, and Tax Returns, Thomson Reuters provided a straightforward, cloud-based solution. This automation helped GSA reduce work hours firm-wide, with partners working around 55 hours and staff under 50 hours weekly. The firm also saw an increase in work quality and reported that 95% of their clients were happy with the new process.

Gray, Salt & Associates, LLP (gsa)