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Case Study
Friday, October 10, 2025
Datamatics Business Solutions, Inc.
Stay Ahead This Tax Season: Download Your Essential Tax Preparation Checklist 2026
The 2026 tax season presents new challenges and opportunities for CPAs, CPA firms, and business owners. “Your Essential Tax Preparation Checklist 2026” is the must-have guide for navigating this demanding period with confidence and precision.
Case Study
Saturday, August 16, 2025
SafeSend
How One Firm Cut Tax Appointments by 90%
GSA LLP was buried in tax appointments, manual admin work, and outdated processes. After switching to SafeSend One, the firm saved time, reduced burnout, and made life easier for staff and clients alike. Hear how one change led to better client service and fewer long nights. Download the case study to see what changed.
Case Study
Friday, August 15, 2025
SafeSend
How BMSS Cut Tax Prep Time and Boosted Staff Morale
BMSS was spending too much time on tax returns and staff were feeling the pressure. After switching to SafeSend One, they saw major time savings, fewer errors, and happier clients. This case study shares how they streamlined across three offices and transformed the tax engagement from start to finish.
Case Study
Tuesday, July 30, 2024
SmartVault Accounting