By implementing Stamped, PC & Associate transformed their tax preparation process
PC & Associate, a Quebec-based accounting services firm, faced significant challenges in client responsiveness and operational efficiency. This case study highlights how the firm transformed its processes and improved its operations by implementing Stamped, a solution designed to streamline year-end procedures and enhance client satisfaction.
PC & Associate specializes in exceptional bookkeeping and year-end services for small and medium-sized enterprises. Their approach emphasizes human connections and utilizes advanced technology and innovative solutions. The firm's commitment to excellence ensures clients receive top-quality service, fostering long-term relationships through active listening and collaboration.
From August to October 2023, a technician from PC & Associate made biweekly follow-up calls to clients to obtain responses. During this period, the firm encountered several challenges:
"This situation culminated when a client blamed our company for the delay in their financial statements, even though their fiscal year-end was due for more than 8 months. They had ignored all our reminders."
Philippe Gilbert-Brochu, Vice-Président
PC & Associate decided to adopt Stamped after evaluating various options. The decision was driven by the following key features of Stamped:
The structured implementation of Stamped began in November 2023, with initial training sessions for staff to familiarize them with the new system. The speed of completing files was impressive, with some files started and finished in less than two weeks due to separate communications facilitating documentation. This led PC & Associate to pursue a full onboarding in advance of the personal (T1) tax season. From March 1st to 10th, 2024, they integrated all clients for the personal tax season (T1/TP1), creating a basic discussion for each client to ensure alignment and efficient processing of tax returns.
The adoption of Stamped brought significant improvements in operational efficiency and productivity at PC & Associate:
“With Stamped, we were able to complete more T1s with less staff and in less time, reducing the time spent per file by about 15% compared to previous years. The efficiency gains allowed us to handle more complex cases without impacting our corporate tasks.”
Philippe Gilbert-Brochu, Vice-Président
“Now, I'm no longer constrained to act solely as a preparer but solely as a reviewer, which is a major change.”
Philippe Gilbert-Brochu, Vice-Président
Using Stamped has also allowed Philippe to significantly shift his day-to-day responsibilities, enabling him to focus more on strategic oversight and client relationship management.
By implementing Stamped, PC & Associate transformed their tax preparation process, resulting in increased operational efficiency, reduced overtime, and enhanced client satisfaction. The firm is now better positioned to handle complex tax cases and focus on strategic growth activities, ensuring long-term success and stronger client relationships.
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