Workflow & methodology automation in real firm environments
Use Cases
Scaling tax execution without burnout
SCENARIO
A CPA firm faced heavy seasonal tax volume with unevenly utilized resources. Some teams were overloaded while others sat idle, and work frequently stalled due to missing information, unclear handoffs, and repeated send-backs. Leadership lacked clear visibility into upcoming work and bottlenecks, making it difficult to allocate resources effectively during peak periods.
APPLIED SOLUTION
Tax execution was managed through firm-defined, logic-driven workflows that routed work into queues based on return type, complexity, and readiness
Required information and prerequisites were enforced before work advanced, reducing rework, send-backs, and stalled loops
Workflow visibility surfaced upcoming work, bottlenecks, and constrained resources, enabling proactive staffing and prioritization
OUTCOME
More balanced utilization of staff and reviewers across teams
Fewer stalled returns and reduced back-and-forth during preparation and review
Clear visibility into workload and bottlenecks, enabling smarter resource allocation during peak season