// Accounting & tax firms

Busy season is about to get busier. The last thing your team needs is manual data entry and document chasing.

CPA and bookkeeping firms lose ~20 admin hours a week during tax season to chasing organizers, re-sending engagement letters, and answering 'where are we on my return?' We automate the three pieces that take the most hours and cause the most client friction.

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The proven outcome

2 hours → 15 minutes

Regional CPA firm

Per-client onboarding time

2 hrs → 15 min

Admin hours recovered / week (tax season)

20 hrs

Evenings and weekends reclaimed

yes

Pain Points

Where the busy-season hours actually go

Document chasing: organizers sent by email, tracked in a spreadsheet, followed up by hand

Engagement letters: generated, sent, re-sent, and chased for signatures

Client status questions: 'did you get my docs?' and 'where's my return?' eating staff time

Re-keying intake data into your tax software instead of flowing it automatically

Case study

Regional CPA firm

One firm cut per-client onboarding from 2 hours to 15 minutes by automating organizer distribution, e-signature collection, and status dashboards. Across tax season that recovered 20 admin hours a week, enough to let the team leave on time and stop turning away late-season clients.

Proof

The 2-minute overview

Client organizers: sent, tracked, and followed up automatically on a schedule
Engagement-letter e-signatures: generated from your templates, routed, and filed without manual handoff
Client status dashboards: clients self-serve 'where's my return?' instead of emailing the team
All three targets can go live before next busy season. Typical deployment is 4 to 6 weeks

Relevant next step

Review Merkra's portfolio, then tell us where your workflow is leaking. We'll reply with next steps if it's a fit.

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2 hrs → 15 min

Per-client onboarding time

20 hrs

Admin hours recovered / week (tax season)

yes

Evenings and weekends reclaimed

Want a calmer busy season?

Tell us where your team loses the most time today, whether it's organizers, e-sigs, or status chasing. Takes 60 seconds. If it's a fit, we'll reply with what's realistic to ship before the next deadline.

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