Case Study: a national CPA firm streamlines client payments and compliance with Zenwork Payments

National CPA Firm cuts manual compliance work by 85% with Zenwork

A national CPA firm faced significant challenges in managing vendor payments and tax compliance for its hundreds of clients. Manual processes for 1099 filings and W-9 collection were time-consuming and error-prone, leading to client penalties and payment delays that damaged relationships. The firm turned to Zenwork and its Payments service to automate these operations and reduce the excessive administrative workload.

Zenwork Payments implemented a solution that automated tax form collection, generation, and filing, while also streamlining client payment workflows. The results were substantial, including 100% compliance accuracy, an 80% reduction in payment processing time, and an 85% decrease in manual admin work. This allowed the CPA firm to scale its operations, improve client satisfaction, and avoid penalties.