Premier Accounting Partners
Professional Services - Accounting
Premier Accounting Partners
Case Study
Premier Accounting Partners
Tampa, FL6 CPAs, 4 staff • 14 years
The Challenge
Tax season overwhelmed the small team with client questions, document requests, and appointment scheduling. CPAs spent 40% of their time on administrative tasks instead of high-value tax strategy work. Client onboarding took weeks, and there was no automated way to collect necessary documents or answer common questions.
Our Solution
Implemented AI-powered client portal with automated document collection, intelligent Q&A system for common tax questions, appointment scheduling, and proactive communication for deadlines and document needs. AI triages client requests and handles routine queries, escalating complex issues to CPAs.
The Results
Admin Time Reduction
CPAs focused on strategy
Client Onboarding Time
Down from 18 days
Client Capacity Increase
Without adding staff
Revenue Per CPA
Annual increase
Tax season went from nightmare to manageable. The AI handles 90% of client questions and document collection automatically. We took on 45 more clients without hiring, and each CPA is generating $82K more annually. It's transformed our practice.
Lisa Chen
Managing Partner
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