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Scale Accounting Firm with Tax Practice Software

Meet Brian. Like many tax firm owners, Brian and his team filed a lot of 1040s. It kept them busy, but it seemed there was always a ceiling on profitability. The more clients he acquired, the more he had to hire help. 

Today, Brian’s tax firm has been revolutionized.  

He’s no longer stuck with low-priced compliance work. In fact, his firm now only offers tax preparation as an upsell because he has a new, much-more profitable business model.  

What changed? Brian became a tax planner.

Tax planning is the process of looking at a person’s life, business, and regulatory requirements to legally reduce taxes—and it’s one of the best ways firm owners like Brian can provide more value to their clients.

Through tax planning, Brian’s firm can save clients more money on taxes. He saves them so much that he can charge higher fees and finally get paid what he deserves.

He’s using tax planning software to quickly and easily create custom tax plans for each client.

Here’s how he does it:  

First, he uses Corvee’s built-in questionnaires to get all the relevant data from a client. 

He can then estimate their tax savings because the software automatically calculates over 60 tax planning strategies for him. 

Next, he creates a ready-to-send customizable PDF proposal with a click of a button.

This easy-to-learn process gives you the ability to use tax planning software, even if you have no prior tax planning experience.

Brian is leveraging technology to add a completely new service to his firm, and his clients are happier. Why? Because he’s not just preparing their tax returns, but he’s proactively saving them money.

Comparing Brian’s old business model to what it is today is like night and day. 

And without tax planning software, it would not have been possible.

The good news is that you can shift your firm just like Brian did. 

Corvee will even help you create your very first tax plan. 

Other firms all around the nation are realizing the full power of tax planning.

In fact, it’s so powerful, you really have to see it to believe it.