EA Firm Enhances Tax Operations by Partnering with SuperAccountants for Drake Tax Expertise

Overview

An Enrolled Agent (EA) firm faced ongoing challenges with their previous outsourced tax preparation provider. The provider claimed expertise across multiple tax software platforms—including Drake Tax Software—but consistently delivered work that lacked attention to detail and did not meet the firm’s quality standards. With tax season approaching, the firm was eager to find a reliable, specialized provider with deep expertise in Drake Tax Software. This search led them to SuperAccountants, whose team offered the proficiency and accuracy they required to overcome their challenges and deliver high-quality results.

Challenge

The EA firm had initially outsourced their tax preparation needs to a software-agnostic provider. Despite the provider’s claims of proficiency in Drake Tax Software, the firm encountered several issues:

• Inconsistent Quality: The outsourced work often contained errors and lacked the meticulous attention to detail required for accurate tax preparation.
• Delays and Inefficiencies: Frequent errors led to significant delays, as the firm’s staff had to spend extra time reviewing and correcting mistakes instead of focusing on core business activities.
• Staffing Challenges: Attempts to hire local candidates with Drake Tax Software expertise were unsuccessful. Candidates were proficient in other tax software but lacked the necessary experience with Drake. Even when the firm hired an EA with strong Lacerte experience, the individual left for a larger CPA firm after becoming proficient with Drake, leaving the firm short-staffed right before tax season.

Faced with these challenges, the firm needed a dependable solution to ensure accurate and timely tax preparation without further taxing their internal resources.

Solution

Seeking a specialized provider with proven expertise in Drake Tax Software, the firm was introduced to SuperAccountants through industry contacts. Recognizing our reputation for delivering high-quality, detail-oriented work, the firm decided to conduct a trial by outsourcing a few cases to our team.

SuperAccountants seamlessly integrated into the firm’s workflow using our secure dashboard at www.superaccountants.com. The firm uploaded their workpapers to our platform, and our team accessed their Drake Tax Software to prepare the returns based on the provided documents. Our accountants, with over 15 years of experience using Drake Tax Software, demonstrated:

• Exceptional Attention to Detail: We meticulously prepared each return, ensuring accuracy and compliance with all tax regulations.
• Timely Delivery: Our efficient processes allowed us to deliver completed returns promptly, helping the firm meet critical deadlines.
• Consistent Quality: Whether handling simple or complex tax cases, we maintained a high standard of quality across all returns.

Impressed by the immediate improvements, the firm decided to transition all their tax preparation needs to SuperAccountants on a full-time basis.

Results

Partnering with SuperAccountants brought significant benefits to the EA firm:

• Improved Accuracy and Quality: Our specialized expertise in Drake Tax Software eliminated the errors and inconsistencies they experienced with their previous provider.
• Increased Efficiency: With reliable outsourcing, the firm’s staff no longer needed to spend time correcting mistakes, allowing them to focus on client relationships and other critical business operations.
• Staffing Stability: The firm no longer faced the challenges of hiring and retaining local staff with Drake expertise, reducing turnover and associated training costs.
• Enhanced Productivity: Our timely and accurate work accelerated the firm’s productivity, enabling them to handle a higher volume of returns without compromising quality.
• Long-Term Partnership: Satisfied with our services, the firm has maintained a long-standing relationship with SuperAccountants, relying on our Drake Tax Software expertise year after year.

Conclusion

By switching to SuperAccountants, the EA firm overcame the challenges posed by their previous outsourcing provider and staffing issues. Our specialized focus on Drake Tax Software and commitment to high-quality, detail-oriented work provided the firm with the dependable support they needed. This partnership not only improved their tax preparation processes but also allowed them to concentrate on growing their business and serving their clients more effectively.

About SuperAccountants

At SuperAccountants.com, we specialize in providing expert tax preparation support exclusively using Drake Tax Software. Our team of experienced accountants works strictly with the workpapers provided by CPA and EA firms, accessing their Drake Tax Software to prepare returns based on the provided documents. We do not interact directly with your clients or e-file returns, ensuring that your client relationships remain exclusively yours.

While we have substantial tax knowledge, we do not offer consulting or advice on interpreting tax law or its application. All work is completed within your system, and you retain full control over the process, including the final review, signing, and filing of the returns, as well as all client communications. Every return we prepare undergoes a thorough review by a certified professional (EA, CPA, or CA) to ensure the highest quality standards.

By partnering with SuperAccountants, firms can benefit from our deep expertise in Drake Tax Software, improve operational efficiency, and focus on what matters most—their clients and business growth.