{"id":29987,"date":"2023-07-27T08:00:00","date_gmt":"2023-07-27T13:00:00","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=29987"},"modified":"2025-02-24T10:35:43","modified_gmt":"2025-02-24T16:35:43","slug":"intuit-proconnect-fuels-large-firms-growth","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflow-tools\/intuit-proconnect-fuels-large-firms-growth\/","title":{"rendered":"Intuit\u00ae ProConnect\u2122 fuels large firm’s growth"},"content":{"rendered":"
\n
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Alex Thomas<\/figcaption><\/figure>\n<\/div>\n\n\n

With 1,400 annual tax returns to prepare, efficiency is a must-have for EPL Tax Group, LLC<\/a>.<\/p>\n\n\n\n

\u201cEfficiency is key to what we do and provide to our clients,\u201d said Alex Thomas, chief operating officer. \u201cWe\u2019re able to do that with ProConnect Tax.\u201d<\/p>\n\n\n\n

Intuit\u00ae ProConnect\u2122 Tax<\/a> is cloud-based software that streamlines and automates tax workflows. It\u2019s a perfect fit for EPL, which provides tax return, sales tax, bookkeeping, accounting, and payroll services. The Arizona-based tax firm and its sister businesses\u2014all part of EPL Financial Services, LLC<\/a>\u2014have 12 full-time employees to serve their large roster of clients.<\/p>\n\n\n\n

\u201cEverything we’re trying to move EPL toward focuses on increased efficiency, including working in the cloud with accessible software 24\/7 and a streamlined workflow,\u201d said Thomas.<\/p>\n\n\n\n

ProConnect Tax has been able to boost efficiency and assist in this large firm\u2019s continued growth in a number of ways over the past four tax seasons.<\/p>\n\n\n\n

1.<\/strong> Easy data conversions<\/strong><\/p>\n\n\n

\n
\"\"
Ricky Cobban<\/figcaption><\/figure>\n<\/div>\n\n\n

Not all bookkeeping files play nicely together, EPL found out. The company used to use a competitor, until it became too problematic as the growing firm acquired new books of business. The growth strategy includes merging with tax firms whose owners are preparing for retirement, so they need fuss-free file conversions.<\/p>\n\n\n\n

\u201cWe had one year with the previous software where none of the conversions really came over,\u201d said Cobban. \u201cThere was a ton of data loss. Even year-to-year trends within the software were dropping data, so we ended up looking for a company that had a broader range.\u201d<\/p>\n\n\n\n

That\u2019s how EPL came across ProConnect Tax.<\/p>\n\n\n\n

\u201cWe tested it out and our first few conversions went amazingly well,\u201d said Cobban. \u201cThat’s allowed us to scale a lot more\u2014not having the data loss of business returns entirely, or officer information, or depreciation.\u201d<\/p>\n\n\n\n

At the point EPL absorbs a new book of business, they\u2019re back to that cloud-based, 24\/7 secure portal to onboard their new clients. It\u2019s full circle for the features and updates that make ProConnect Tax the right option for large tax firms, and creates the efficiencies firms need while powering the capabilities their clients need.<\/p>\n\n\n\n

To sum it up, Thomas said, \u201cI’m not aware of any returns that we haven’t been able to conquer.”<\/p>\n\n\n\n

2. Secure document access 24\/7<\/strong><\/p>\n\n\n\n

As EPL Tax Group has grown, so has the geographic diversity of its clients. But there\u2019s no need for complex coordination across time zones or in-person meetings with Intuit Link\u2019s secure client portal.<\/p>\n\n\n\n

\u201cBecause we’ve got people in China, Ireland, let alone all over the United States and Hawaii, we get stuff coming in, and requests and documents 24 hours a day,\u201d said Cobban. \u201cThe Link<\/a> portal really makes it possible to scale up that way without dedicating resources to 24-hour shifts.\u201d<\/p>\n\n\n\n

This is a huge help to the tax filing team, who can still interact with clients, receive files, and ask questions asynchronously. All the while, the team can rest assured that the client portal safely manages and stores the financial data.<\/p>\n\n\n\n

\u201cThe benefits? Not having servers or any potential security issues with data that a lot of these incumbent preparers are seemingly running into,\u201d said Thomas.<\/p>\n\n\n\n

3. Smart communications<\/strong><\/p>\n\n\n\n

Intuit Link\u2019s portal also simplifies communications with clients at all steps of the process, which is ultimately a big time-saver for EPL. For example, onboarding and touching base ahead of tax season with ProConnect Tax saves the team up to an hour per client in talk time.<\/p>\n\n\n\n

\u201cNot having individual phone calls that could take anywhere from five minutes to an hour just to ask \u2018Hey, what do I need this year? What’s this? Did you, did you, did you  .\u2026?\u2019 is huge.\u201d<\/p>\n\n\n\n

Cobban agreed, noting the ease with which he can send communications to large numbers of clients to spur them to action in the client portal.<\/p>\n\n\n\n

ProConnect Tax has \u201creally helped us scale up. For me, personally, to be able to send batch invites and interact with clients is a plus,\u201d said Cobban. \u201cThat ability saves us so much time because it’s not constantly individually responding to clients. We’ve got everything in there for everybody, without having to call each person or send each person a mailer.\u201d<\/p>\n\n\n\n

Link\u2019s client portal makes it easy to get ahead of common questions such as \u201cWhat do you need from me?\u201d With the answers already in front of them, Cobban said clients are able to get much further into the process of uploading documents for the year\u2019s tax return.<\/p>\n\n\n\n

4.<\/strong> Accurate client tax savings<\/strong><\/p>\n\n\n\n

EPL Tax Group has been growing its client base lately by helping small business owners amend their tax returns from the pandemic era. Using ProConnect Tax has given them a leg up in saving clients up to $50,000.<\/p>\n\n\n\n

\u201cWith all the COVID changes and credits, Intuit was really on top of updating their software,\u201d said Ricky Cobban, EA, lead tax preparer at EPL Tax Group.<\/p>\n\n\n\n

\u201cSome of those things would change mid-season and retroactively, and a lot of them affected states differently. Intuit was more on top of it than any other program. I know that because we\u2019re now amending the returns for clients who were using the other programs.\u201d<\/p>\n\n\n\n

The firm has seen a particular influx of business from store owners in California, whose state tax returns hadn\u2019t been calculated accurately due to the Employee Retention Credit.<\/p>\n\n\n\n

\u201cWe’ve been able to bring on referrals that are saving $30,000 to $50,000 in additional taxes they shouldn’t have been paying,\u201d said Cobban. \u201cThat\u2019s because their software didn’t catch it and was incorrectly calculating their tax.”<\/p>\n\n\n\n

\n\n\n\n

At a glance<\/strong><\/p>\n\n\n\n

Firm name:<\/strong> EPL Tax Group, LLC<\/a><\/p>\n\n\n\n

Location: <\/strong>Based in Mesa, Arizona, with two other offices in New Mexico; primarily operates as a remote firm<\/p>\n\n\n\n

Size of firm: <\/strong>12 employees<\/p>\n\n\n\n

Niche focus: <\/strong>EPL Tax Group is one of four businesses that comprise EPL Financial Services, LLC, along with EPL Realty Group, LLC; EPL Investment Advisory, LLC; and EPL Benefits Group, LLC. The firm specializes in real estate. Taxes are the crux of their advisory, tax strategy, and planning services.<\/p>\n\n\n\n

Intuit software:<\/strong> ProConnect Tax, Intuit Link, eSignature<\/a>, QuickBooks\u00ae Online<\/a>, QuickBooks Desktop.<\/p>\n","protected":false},"excerpt":{"rendered":"

ProConnect Tax has been able to boost efficiency and assist EPL Tax Group’s continued growth in a number of ways over the past four tax seasons.<\/p>\n","protected":false},"author":144648993,"featured_media":29996,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[116807,45875901],"tags":[646041909,2924455,646041963,2717,508421111,13179],"intuit_collection":[],"intuit_series":[],"coauthors":[646041784],"class_list":["post-29987","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice-management","category-workflow-tools","tag-cloud-accounting-and-tax","tag-esignature","tag-high-volume-firms","tag-link","tag-proconnect-tax-online","tag-quickbooks"],"header_image":"","yoast_head":"\nIntuit\u00ae ProConnect\u2122 fuels large firm's growth - 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