What should you may minimize tax preparation time by practically 40% whereas growing consumer capability by 65%? For small to mid-size tax companies, this isn’t simply wishful pondering—it’s the fact that built-in tax software program is delivering throughout the trade.

And the urgency to undertake smarter options has by no means been higher. The newest updates from the One Large Stunning Invoice Act (OBBBA) have launched a ten–15% enhance in tax complexity, including layers of compliance and accelerating turnaround expectations. As companies navigate these mounting pressures, many nonetheless wrestle to unlock the total potential of their groups.

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The present problem: Disconnected techniques in companies

Small to mid-size tax companies are beneath growing stress to ship correct, environment friendly, and well timed providers to their shoppers. With rising complexity in tax laws and rising consumer calls for, many companies discover themselves working longer hours whereas revenue margins proceed to shrink.

The offender? Reliance on siloed platforms and guide processes. This isn’t only a workflow problem, it’s a strategic barrier. That’s the place built-in tax software program steps in—not simply as a device, however as a change.

With out integration, companies threat falling behind in each productiveness and consumer service, which results in:

• • Re-entering knowledge throughout techniques
  • Wasted time on admin duties
  • Elevated threat of errors
  • Shrinking revenue margins

What tax integration actually means

Built-in tax software program creates a linked ecosystem the place consumer info flows seamlessly between completely different capabilities—from knowledge entry to evaluation processes to ultimate submitting.

As an alternative of managing separate, siloed functions, your complete tax preparation workflow operates as one cohesive system, eliminating redundancies and lowering the danger of errors. In reality, companies that adopted built-in options like UltraTax CS reported:

• • 39% discount in prep time
  • 30% increase in profitability
  • 65% enhance in consumer capability

Effectivity features for a wiser tax season

With tax season bringing tighter deadlines and rising complexity—particularly in mild of the ten–15% enhance from OBBBA—companies want greater than only a linked system. They want tangible, time-saving options that simplify workflows, scale back guide effort, and liberate capability for high-value consumer work. That’s the place the true energy of integration involves life.

Integrating options like UltraTax CS and SurePrep additional simplifies your follow and builds extra dynamic processes. When tax season hits its peak, effectivity turns into important. Listed below are the important thing advantages of integrating SurePrep with UltraTax CS:

• • No extra guide knowledge entry: UltraTax CS auto-updates consumer information throughout returns.
  • Fewer errors: Actual-time syncing retains knowledge correct and constant.
  • Automation with SurePrep: Paperwork and knowledge move straight into UltraTax CS.
  • Smoother workflows: Built-in instruments scale back friction and hold your crew shifting.

Quicker evaluations

Reviewing tax returns generally is a bottleneck, particularly when a number of crew members are concerned. UltraTax CS makes use of linked diagnostics and real-time updates to streamline the evaluation course of. SurePrep’s automation instruments additionally contribute to quicker, extra correct evaluations by eliminating the necessity for guide work papers. With paperwork pre-organized and knowledge pre-populated, your crew can concentrate on evaluation slightly than meeting.

Supporting pass-through entities

Dealing with Schedule Ok-1 knowledge for pass-through entities may be advanced. Simply one of many many advantages of integrating SurePrep with UltraTax CS is the automated switch of information, guaranteeing that each one related info is synchronized throughout returns.

Multi-monitor setups

UltraTax CS helps multi-monitor configurations, permitting tax professionals to work extra effectively. Whether or not you’re evaluating paperwork, reviewing returns, or managing consumer communications, a multi-monitor setup enhances your workflow and reduces the time spent toggling between screens.

Paperless processing

Going paperless isn’t nearly saving timber—it’s about reworking how your agency operates. With digital doc administration, you may securely retailer, share, and entry recordsdata anytime, anyplace.

Actual-world success tales with built-in tax software program

These advantages aren’t simply theoretical—right here’s how one agency is seeing transformational outcomes:

Josh Haislip’s CPA agency in Texas: The tip of drowning in documentation

Josh’s agency was drowning in documentation, serving shoppers in oil, fuel, and agriculture. After integrating UltraTax CS with SurePrep, his crew eradicated guide work papers and streamlined their complete workflow.

“SurePrep slices by documentation and builds a dependable, correct product,” Josh explains. “And when that info feeds straight into UltraTax, the complete return comes collectively seamlessly.”

This integration between SurePrep and UltraTax CS exemplifies how automation and connectivity can remodel even essentially the most documentation-heavy practices into streamlined, client-focused operations. The consequence? Fewer errors, quicker evaluations, and weekends spent with household as a substitute of buried in paperwork.

SSC CPAs + Advisors: Prepared for transformation

Mark Worden joined a agency known as SSC CPAs + Advisors in 2011 and knew instantly it was prepared for some large modifications. After switching to UltraTax CS built-in with SurePrep, the outcomes present simply how transformative automation and connectivity may be.

• • SSC CPAs + Advisors stories 95–98% of returns are processed utilizing SurePrep’s automated workflows, considerably lowering guide knowledge entry and turnaround time.
  • Automated notifications, e-signatures, and consumer portals have led to quicker evaluations, eradicated misplaced paperwork, and offered immediate entry to prior-year returns.
  • SSC CPAs + Advisors report scalability features with out proportional will increase in workers, permitting preparers to focus extra on high-value evaluation and consumer service.

These outcomes replicate extra than simply effectivity—they signify a strategic shift towards a digital-first, client-centered expertise that units companies aside in a aggressive market.

Your agency’s aggressive future

Built-in software program isn’t nearly effectivity—it’s about positioning your agency for development. With UltraTax CS and SurePrep, you may:

• • Deal with extra shoppers with out burnout
  • Ship quicker, extra correct returns

However integration doesn’t cease at tax prep software program alone. Instruments like SurePrep lengthen the ability of UltraTax CS by automating doc assortment and knowledge extraction, guaranteeing that consumer info flows straight into your system with minimal friction. This degree of automation reduces guide time and effort spent, giving your crew extra time to concentrate on strategic consumer work.

With UltraTax CS and SurePrep working in tandem, your agency is provided to satisfy rising calls for, navigate growing complexity, and keep forward in a aggressive market.

Prepared to rework your follow with built-in tax software program?

How for much longer can your agency afford to function with disconnected techniques whereas your rivals achieve the benefits of true integration?

Take the following step:  Schedule a customized demo of UltraTax CS to see precisely how integration can remodel your agency’s workflow and backside line. Contact our crew as we speak to find your agency’s potential for development by smarter expertise.