Case Study: Bill Fox Tax & Accounting streamlines operations and saves time with Thryv

Bill Fox Tax & Accounting - Customer Case Study

Bill Fox Tax & Accounting, led by Bill Fox in Ocklawaha, FL, needed a better way to manage the time-consuming administrative work that came with running a tax practice from home. Before using Thryv, the business relied on manual appointment scheduling, frequent follow-ups, and phone-based credit card collection, which created inefficiencies and left room for missed appointments and paperwork overload.

With Thryv, Bill Fox Tax & Accounting automated scheduling, reminders, invoicing, and review requests using Thryv’s CRM, ThryvPay, and reputation management tools. The results were significant: no-shows became rare, 95% of invoices were paid online instantly, 75% of reviews came from automated messages, and 95% of new clients found the business online. Bill also saved hours each week and fully digitized operations, eliminating stacks of paper and simplifying daily work.

Bill Fox Tax & Accounting

Bill Fox

Bill Fox Tax & Accounting