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Accounting Services Senior Manager
Beaird Harris CPA
Increase in Form Volume
Reduction in Integration Time
hours per employee each month
Beaird Harris, a leading Certified Public Accounting and fee-only Wealth Management firm, manages thousands of tax form filings annually for a diverse client base, including high-net-worth individuals, businesses, and healthcare professionals.
Beaird Harris reduced turnaround time significantly by leveraging Tax1099, an IRS-approved cloud-based eFiling platform. Since implementing the platform, the number of forms processed surged from 1,181 in 2017 to an astounding 3,388 in 2025, reflecting a phenomenal 186.88% increase. This significant growth underscores the efficiency and effectiveness of Tax1099 in streamlining workflows and enhancing productivity.
This case study explores how integrating Tax1099 into their workflow simplified operations, reduced deadline pressure, and improved scalability—transforming their tax season experience.
Beaird Harris is a Dallas-based Certified Public Accounting and fee-only Wealth Management firm serving financially established individuals, families, businesses, and healthcare professionals through an integrated team model. Its two entities — Beaird Harris, PLLC and Beaird Harris Wealth Management, LLC — operate under a unified brand to offer seamless financial and tax solutions.
With a unique, integrated approach, they offer tax planning, financial planning, and investment management—all under one enterprise. While the tax and wealth management divisions operate independently, clients who utilize both benefit from a unified, collaborative team providing continuous oversight and tax-efficient strategies.
Beaird Harris first discovered Tax1099 at a professional conference in 2016 while actively exploring a more scalable and efficient solution for 1099 compliance. Prior to this, the firm faced limitations with their existing system, including manual form handling, inconsistent state filing support, and time-consuming data imports from third-party platforms.
The team quickly adopted Tax1099 the same year, drawn by its full electronic state filing capabilities, seamless integration, and centralized dashboard. Since implementation, they have consistently relied on Tax1099 for filing key forms such as 1099s, 1098s, and payroll forms.
Despite a 3X increase in their filing volume, Beaird Harris reported greater efficiency and reduced stress during year-end deadlines—transforming 1099 compliance from a burden into a streamlined process.
The team at Beaird Harris was consistently working up against filing deadlines— often right up until January 31st. As the firm’s client base and workload grew, they faced increasing pressure due to:
Most of the work was concentrated at the end of the financial year, leading to a stressful, time-sensitive environment.
More clients meant more filings, which stretched their team’s capacity.
The manual nature of the work made it harder to manage time effectively, leading to bottlenecks and delays.
They relied heavily on manual exports from QuickBooks, which required additional formatting and data manipulation before filing — adding unnecessary complexity and time delays.
Beaird Harris turned to Tax1099 to process tax forms, streamline the filing procedure, and reduce workload and deadline stress.
Tax 1099 allowed Beaird Harris to electronically file 1099s, 1098s, W-2s and 94X forms without requiring actual printing, and physically mailing. The platform also provided the option to bulk upload, enabling the team at Beaird Harris to automate the filing process, reducing manual process.
Tax1099 integrated directly with QBO to manage their growing number of clients without a proportional increase in manual effort.
The enterprise subscription allowed 12–13 staff members to work simultaneously during the peak filing season to help avoid burnout or overtime.
Filing volume increased year on year — Instead of printing, organizing, and mailing paper forms—followed by waiting for IRS confirmation, Tax1099 helped in completing the process in minutes with electronic filing.
Despite the increase in clients, the team spent less time completing the work. With one-off filings being done in under 2 hours.
Filing no longer consumed every available day until the deadline. Workload was distributed better among the team.
Accounting Services Senior Manager,
By implementing Tax1099, Beaird Harris was able to scale its tax compliance operations, reduce manual work, and provide enterprise-grade service to high-complexity clients. The platform’s automation, accuracy, and audit readiness allowed the firm to grow without compromising compliance or service quality.
Embrace automation and ensure your firm's compliance with IRS regulations.