BMSS, one of Alabama’s top advisory and CPA firms, needed a better way to manage their growing workload and ease the pressure on their team. SafeSend One helped them simplify tax assembly, delivery, e-signatures, and document collection, saving time and improving both client and staff experience.

In this case study, BMSS shares how they:

• Reduced tax appointment volume and cut prep time by 15 minutes per return

• Delivered returns faster with fewer errors using centralized tools

• Boosted client satisfaction with intuitive digital workflows

• Automated e-file tracking and signature collection using SafeSend APIs

• Improved work-life balance during busy season for both admin and accounting staff

If your firm is feeling stretched thin, BMSS’s experience shows what is possible with the right technology.
Download the case study to learn how SafeSend One helped them do more, with less stress.