DrillDown Solution increased tax-return capacity without adding staff.

Solution

Genwise analyzed DrillDown Solution (DDS) across its people, processes, and technology to identify the operating constraints behind tax-season work. We then scoped and implemented workflow improvements and system connections around the highest-priority constraints.

Accounting Automation Approach

We wanted to create a dynamic team environment where employees are motivated, and business goals are achieved. We created a comprehensive business assessment, held weekly meetings to train the DDS team, and implemented native and custom accounting automation solutions.

We used the knowledge gathered during our swimlane process to identify areas for improvement that would have the biggest impact at DDS. We introduced automation into their task-tracking system using Canopy, a document collection process with Soraban, and designed a no-code document syncing system to improve document management.

Technology Improvements

From our findings, we implemented various accounting technology improvements at DDS, including:

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  Soraban Integration: The migration to Soraban streamlined document management, resulting in improved document access, organization, and access to client information.
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  Canopy Implementation: Genwise introduced Canopy to automate workflows, invoicing, and billing.
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  Calendly Scheduling Automation: Partners at DDS were equipped with Calendly for efficient engagement with new leads and client meetings.
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  ActiveCampaign Automation: Genwise implemented ActiveCampaign for data collection, email marketing campaigns, and pipeline management.
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  Microsoft workspace tools: Calendar and file tools were organized to support the new operating workflows.
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  Onboarding Automation: Genwise implemented an automated process to convert new leads and manage new client onboarding.

Process Improvements

We implemented the following automation solutions to improve processes and productivity at DDS:

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  Tax Organizers: We created separate smart tax organizers for businesses and individuals using Soraban to streamline the DDS tax return process. Then, we built automations to export all client documents to their document management systems.
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  Tax Return Workflows: Enhanced workflows were implemented to capture high-end processes of tax returns.
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  Swimlanes Optimization: We used swimlanes to engineer critical process improvements and communicate responsibilities and roles within the DDS team to maximize employee productivity.