As each tax season approaches, practitioners around the country ready themselves for the rigours of dealing with the tax returns for large numbers of their clients. For many, including accounting, audit and tax practice RAiN CA (SA), the process is easier and more professional, thanks to the use of CQS’ TaxWare. This software solution provides proactive management for the tax office by automating and streamlining all tax processes, improving service delivery to clients.
Mauritz Trollip, Associate at the RAiN CA (SA), says the busy practice once operated without the support of TaxWare. Remembering those days, he says manual processes came with several problems, “It was difficult to accurately manage clients; we had to go through the full customer list to see who was due for provisional returns.” He confirms that this was a time-consuming, low-value activity; accountants can spend their time more productively on actual tax work.
With TaxWare, instead of time being spent on the low-value task of sifting through information, the practice gets a boost in efficiency while compliance is always assured.
“TaxWare saves time because we can pull reports to see who is due for the submission of a tax return. TaxWare is very helpful in managing clients, in particular as it merges with word processing software to create and send correspondence letters,” Trollip explains.
With the setup process completed for the first year, he expects the advantages associated with an automated solution to be even better in the next tax period. “We’ve already seen a considerable return on investment with significant time savings when compiling returns. With a more efficient practice, he says there is no hesitation in recommending CQS TaxWare.
“It’s changed our business,” Trollip confirms.
Professionals at busy accounting and tax practice RAiN CA (SA) were spending too much time manually checking to see which clients were due for provisional returns.
The company looked to CQS TaxWare for automation and streamlining of tax processes.
With CQS TaxWare, RAiN CA (SA) has improved its efficiency, spending less time on searching for information, and more time on processing the tax returns of its clients. The company delivers a more professional service with greater efficiency.
“It was difficult to accurately manage clients; we had to go through the full customer list to see who was due for provisional returns.”