How Mitchell & Associates cut tax-season turnaround by 78%
“CompleteLane cut our document turnaround from two weeks to three days. Clients actually enjoy the process now.”
Background
Mitchell & Associates is a 12-person CPA firm serving small-business clients across three states. Tax season runs from late January through April 15, and historically the first three weeks of every engagement were spent chasing documents.
The challenge
Engagement letters, prior-year returns, P&L statements — every client list was a different game of email tag. Partners reported sending an average of 9 follow-up emails per client during peak weeks.
The solution
After moving to CompleteLane, the team replaced 9 follow-up emails per client with a single magic link and a checklist. By the second tax season, the firm had reclaimed an estimated 280 hours across the partner team.
Results
Tax-season turnaround dropped from 14 days to 3 days. Follow-up emails dropped 92%. Client NPS for the engagement experience hit 71.