A Profitable Tax Season without the Burn-Out: Graydon Thompson CPAs Discovers a Happier Balance


Challenge:  The challenge in a smaller firm lies in finding ways to offer clients outstanding, personalized service while competing with larger firms on price. While large firms can delegate tasks and responsibilities a lot during the busy tax season, Graydon Thompson employees had to wear many hats and work very long hours. Phyllis Graydon wanted to use technology to increase efficiency and lower tax season burnout amongst her staff.

Solution:  CCH Axcess enables Graydon Thompson to shift more of the tax prep and workflow process to administrative employees, so CPAs can exclusively focus on preparing and reviewing. By the time CPAs work on returns, their workpapers have been automatically created and they can spend their time thinking about how to solve problems for the client.

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