Tax Season Automation at Premier CPA Firm
How DataConvertPro helped this accounting organization streamline document processing and improve operational efficiency.
The Challenge
Harrison & Associates, a 25-person CPA firm, faced overwhelming volumes during tax season. They were manually processing 500+ tax documents (Forms 1040, Schedule C, K-1s, etc.) per season, with staff working 60+ hour weeks. Document scanning and manual data entry into their accounting software consumed 70% of their time, creating bottlenecks and increasing error rates. Clients complained about slow turnarounds, and the firm was turning away new business during peak season due to capacity constraints.
The Solution
DataConvertPro was integrated into their document intake workflow to automatically convert scanned tax forms and supporting documents into structured data. The platform's OCR and intelligent field recognition enabled automatic extraction of key tax information (SSNs, income figures, deductions, credits) with 99.8% accuracy. Documents were automatically routed to appropriate workflows, eliminating manual sorting and reducing data entry time by 85%. Integration with their existing QuickBooks and tax software (Thomson Reuters ProConnect) was seamless via API.
Before & After
Visual Impact
See how DataConvertPro transforms chaotic scanned documents into clean, structured data in seconds.
Before
Manual ProcessingAfter
Automated Extraction| Type | Year | Employer | Employee | Wages | Fed Tax | State Tax | SS Tax | Status |
|---|---|---|---|---|---|---|---|---|
| W-2 | 2023 | Acme Corp Inc. | John Smith | $156,200.00 | $28,400.00 | $8,750.00 | $9,684.40 | |
| 1099-NEC | 2023 | Tech Solutions LLC | Sarah Johnson | $48,500.00 | $8,800.00 | $2,850.00 | $3,003.50 | |
| W-2 | 2023 | Digital Services Co. | Michael Chen | $92,750.00 | $16,900.00 | $5,430.00 | $5,750.50 | |
| 1099-MISC | 2023 | Creative Agency Partners | Emily Rodriguez | $35,200.00 | $6,200.00 | $2,050.00 | $2,182.40 |
From manual entry to instant OCR
From error-prone to verified
Docs per season processed
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The Results
Reduced document processing time from 40 hours/week to 6 hours/week
Tax season staff overtime reduced by 65%, improving employee retention
Increased document throughput to 750+ documents per season (50% capacity increase)
Error rate dropped from 3.2% to 0.2%, reducing amendment filings by 94%
Client turnaround time improved from 10 days to 2 days
Firm was able to onboard 12 new clients during following tax season without hiring additional staff
Client Testimonial
“DataConvertPro transformed our tax season from a nightmare of manual data entry into a streamlined, automated process. Our team is finally leaving before 8 PM, and our clients are getting returns in days instead of weeks. It's been the best investment we've made in years.”