The challenge
Greenfield CPA was expanding from one office to three locations. Traditional outsourcing would cost $300K+ per season at scale. They needed a model where costs scaled linearly with volume, not exponentially.
The Tax Automate workflow
They use the TaxAutomate platform ($349/mo) for their in-house preparers and outsourced tax prep ($25-50/return) for overflow. This hybrid approach lets them scale without fixed cost commitments.
The reported outcome
Results after 18 months. These results describe this customer's experience and starting conditions; outcomes vary by firm, workflow, return complexity, document quality, configuration, and professional-review requirements.