Eight firms. Six products. One connected record.

The challenge

Filing season meant a phone that never stopped. Calls poured in while the owner was finishing returns, so prospects hit voicemail and many never called back.

What changed

AI Front Desk answers calls and texts, qualifies callers, answers common questions, books consultations, and records the interaction in the client record.

The challenge

Preparers hand-keyed every W-2, 1099, and K-1 into Drake. At 35–45 minutes of entry per return, capacity was limited by typing speed and reviewers had to find transposition errors.

What changed

Tax Automation organizes uploaded documents into source-linked workpapers, ties prepared values to originals, flags exceptions for a person to resolve, and sends data into Drake for review.

The challenge

Document collection depended on repeated email follow-up. Clients could not tell what was still outstanding, and returns sat half-complete while staff chased the missing pieces.

What changed

The client mobile app sends prior-year-aware requests, shows one clear next action at a time, and connects each upload and reply to the shared client record.

The challenge

As the firm grew to three offices, ownership and deadlines lived in scattered spreadsheets. Partners lacked a firm-wide view, reviewer workloads were uneven, and returns slipped through the gaps.

What changed

Practice Management puts engagement owners, deadlines, status, and workload in one view. Reviews can route to available capacity, while partners see firm-wide reporting.

The challenge

IRS notices arrived at inconvenient times and were handled between returns. Responses were slow, deadlines were easy to miss, and notice work felt like an interruption rather than a service.

What changed

Copilot reads the notice with the client’s history, drafts a response, and organizes deadlines and next steps. A professional reviews and approves everything before it is sent.

The challenge

Planning opportunities were visible inside completed returns, but during busy season the team had little time to find them. High-value advisory conversations did not happen at scale.

What changed

Copilot turns completed returns and source documents into review-ready planning opportunities. Advisors enter client meetings with specific recommendations approved by a professional.

The challenge

The practice relied on word of mouth, without a full website or online booking. Prospects looking after hours had no easy way to start, and her bilingual advantage was hard to find.

What changed

Website & Mobile App Studio created a branded bilingual site with online booking, a refund calculator, and clear calls to action so prospects could book in their language.

The challenge

Client work crossed six systems, including a portal, spreadsheets, file storage, and a separate CRM. Staff repeated data entry, records drifted, and onboarding required too many logins.

What changed

The Complete Practice bundle connects core workflows around one shared client record, with Drake, QuickBooks Online, and ShareFile integrated to reduce re-keying.