Case Study: June CPA achieves paperless tax workflow and scaled capacity with Thomson Reuters SurePrep and SafeSend

June CPA achieves 100% remote access and paperless tax workflow with Thomson Reuters

June CPA, a full-service CPA firm based in Hilton Head, faced the challenge of achieving a truly paperless workflow. Their previous tools resulted in paper-dependent processes, clunky client portals with low adoption, and a bottlenecked review process that limited their capacity without adding senior-level hours. They turned to Thomson Reuters for a solution involving the SurePrep and SafeSend products.

By implementing Thomson Reuters' SurePrep for internal workpaper management and SafeSend for client-facing delivery, the firm achieved complete paperlessness. The solution provided a consistent, tiered workflow that allowed junior staff to contribute meaningfully, scaling the firm's capacity. The results included a professional client delivery experience and full remote work capabilities, with staff able to access work from anywhere.

June CPA