In today’s fast-paced accounting landscape, maintaining a paperless practice while scaling capacity can seem like an elusive goal. June CPA, a full-service tax and advisory firm with four decades of experience, cracked the code by combining the power of SurePrep and SafeSend with UltraTax CS — creating a seamless, end-to-end tax workflow that no one at the firm ever wants to give up.

• This exclusive case study reveals how June CPA overcame common obstacles such as clunky client portals, inconsistent workpaper reviews, and bottlenecks in the senior review process. By adopting best-of-breed tools designed specifically for tax professionals, they eliminated paper from the equation, empowered junior staff to take on more responsibility, and delivered a client experience that reflects their firm’s high standards.

  Download the case study now to learn how your firm can:

  • Achieve 100% paperless workflows with standardized, digital workpapers that improve review consistency and efficiency

  • Multiply your firm’s capacity without adding senior-level hours by leveraging SurePrep’s tiered “fast track” process

  • Deliver returns and documents via SafeSend’s professional, client-friendly platform with automated reminders and secure file transfers

  • Enable fully remote work for all staff, accessing client folders and delivering returns securely from anywhere.

    Whether you’re looking to scale your tax practice, improve quality control, or create a modern client delivery experience, this case study offers actionable insights from a respected CPA who’s seen it all.

  Ready to transform your firm’s workflow and client delivery? Complete the form to download the full June CPA case study and start your journey toward true paperlessness today.

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