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Case Study
How One Firm Cut Tax Appointments by 90%
Friday, August 15, 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 GSA LLP was buried in tax appointments, manual admin work, and outdated processes.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.
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Case Study
How BMSS Cut Tax Prep Time and Boosted Staff Morale
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.
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Case Study
“We Doubled Our Client Base”: An Accounting Firm's Success Story
Tuesday, July 30, 2024 SmartVault Accounting

“We Doubled Our Client Base”: An Accounting Firm's Success Story

 This is the story of how one firm doubled its client base, dramatically improved retention, and achieved the holy grail of the accounting world: making more money while working less.
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