Precision Accounting
Accounting & Finance
Precision Accounting
Tax season meant drowning in client emails with sensitive documents. Clients emailed receipts and st...
Accounting & Finance📍 Brisbane, QLD
Summit Accounting
Automating Tax Practice for Scalability
+250%
Client Capacity
12 hours/week
Tax Season Efficiency
+92%
Client Satisfaction
⚡The Challenge
Summit Accounting growth limited by manual client onboarding and document collection. New clients filled paper forms. Existing clients emailed documents. Tax season meant drowning in spreadsheets and email chaos. Partners wanted growth but couldn't handle more clients with current processes. Hiring wasn't economical for seasonal business.
💡Our Solution
Built accounting website with automated client onboarding and document portal. New clients complete engagement online with e-signatures. Existing clients upload tax documents year-round. Automated checklist shows missing documents. Secure messaging eliminates email. Practice management integration streamlines workflow.
📊The Results
+250%
Client Capacity
Handle 2.5x more without hiring
12 hours/week
Tax Season Efficiency
Saved per accountant
+92%
Client Satisfaction
Love portal convenience
“Automation changed our practice model. Handle dramatically more clients without additional accountants. Tax season is organized instead of chaotic. Clients appreciate portal convenience. Pure profit growth.”
JP
Jennifer Park
Partner, Summit Accounting
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