The challenge
Walsh Accounting was losing clients to larger firms with more resources. Their outsourcing partner had 48-72 hour turnaround times, making it impossible to offer same-day service. They needed speed without sacrificing quality.
The Tax Automate workflow
They adopted TaxAutomate's outsourced tax prep for the speed ($25-50/return, 5-minute turnaround) and the platform subscription for their in-house work. The combination let them offer same-day returns to premium clients.
The reported outcome
Results after one year. These results describe this customer's experience and starting conditions; outcomes vary by firm, workflow, return complexity, document quality, configuration, and professional-review requirements.