Most firms don't have a lead problem — they have a throughput problem. Good clients sign on, then the real work stalls waiting on the missing W-2, the prior-year return, the signed engagement letter. Multiply that across a tax-season intake and the bottleneck isn't your marketing; it's the days your team spends collecting paperwork instead of doing the work clients pay for. This short guide is about clearing it without adding staff for three months a year.
A CPA firm cut onboarding from roughly 3 days to about 4 hours and took on around 25% more clients during tax season. Results vary by firm — but faster onboarding freeing up billable capacity is the consistent pattern.
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