Save 75% on Vendor Payment Costs – Join our webinar and get 1 month free trial!
KESEF Accounting Service, a growing accounting firm in New Jersey, faced significant challenges with manual tax form processing as their client base expanded.
Seeking a more efficient solution, they turned to Tax1099, a digital tax form filing platform.
This case study explores how KESEF's partnership with Tax1099 transformed their operations and enhanced service delivery.
Before transitioning to Tax1099, KESEF Accounting Service encountered several difficulties:
The firm’s manual approach to printing, sorting, and mailing tax forms was becoming increasingly impractical and time-consuming as the company grew.
Making changes to printed forms required reprinting and remailing, adding to the labor burden.
Ensuring accuracy while managing a high volume of forms manually was challenging and prone to errors.
KESEF discovered Tax1099 while searching for a digital alternative to their paper-based processes.
Intrigued by the promise of efficiency and accuracy, they decided to try the platform, leading to a long-term partnership with Tax1099.
"As our business grew, it just became very labor-intensive to print all the forms, separate them out, and mail them. It was very hard to continue with the hours and the paper as we scaled up our operations.”
The implementation of Tax1099 at KESEF Accounting Service involved several key steps:
Cindy, the project spearhead at KESEF, led the transition from paper to digital. The setup process was straightforward, and Tax1099’s user-friendly interface made the transition smooth.
Integrating QuickBooks with Tax1099 was seamless, ensuring accurate and efficient data transfer, eliminating the need for manual entry.
Informing clients about the transition and encouraging them to trust the new process was critical. KESEF’s clients quickly adapted to the new system, appreciating the increased efficiency and ease of access to their documents.
While every transition comes with a learning curve, KESEF’s experience with Tax1099 was largely positive.
The platform's intuitive design facilitated a quick understanding of the new steps required, and Tax1099’s responsive support team was always available to address any queries or concerns.
After using Tax1099 for 5 years, KESEF has experienced significant improvements in their operations:
By adopting Tax1099, KESEF Accounting Service has successfully modernized its tax form processing, allowing for significant time savings, improved efficiency, and better work-life balance for its staff.
KESEF expressed high satisfaction with Tax1099, rating their overall experience as 9 out of 10.
The partnership with Tax1099 has positioned KESEF to handle growth more effectively while maintaining high levels of accuracy and client satisfaction.
"As our business grew, it just became very labor-intensive to print all the forms, separate them out, and mail them. It was very hard to continue with the hours and the paper as we scaled up our operations.”
Feel free to reach out to our team at [email protected]
