We found the slow work in a busy tax practice. Then we built what removes it.
One practice, one workflow: where the hours actually went, what we built for the two bottlenecks we found, and where it stands today.
What was actually stuck.
We started by agreeing on the problem in plain terms: where the season felt slow, and everything a return has to go through from booking to filing.
Where the hours actually went.
We spent time inside the practice and mapped how a return really gets done: ten stages, from booking through documents, data entry, review, signatures and filing. Then we timed each one, to see where the work of about an hour per return actually goes.
Two bottlenecks behind the slow season.
The time was not going to tax judgment. It traced back to two repetitive jobs: chasing clients for missing documents, and typing their figures into the tax software by hand.
We built what removes them.
Data entry: the typing, out of the job.
We built a system that enters a client's figures into the professional tax software the team already uses. It does the typing. A person reviews every figure against the client's documents and files the return. It never files anything itself. It is built and verified on the practice's own setup.
Documents: the chase, designed out.
The other bottleneck was collecting what clients forget to send. That is the problem FairFyn is built to solve: a secure portal where clients upload against a checklist, so the team sees what is in and what is still missing, without chasing.
Checked every time, kept running.
Every return the system fills is checked against the source documents and the tax software's own figures before anyone relies on it. We measured where the time went before we built anything, and we measure the same stages again as it runs.
We maintain it every season: new forms, software updates, and fixes when the tax software changes.
Have a stage that eats your week?
Start with the diagnostic. We map your process, time where the hours go, and tell you what is worth fixing first.