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How One Firm Turned Administrative Time into Advisory Capacity

The fastest-growing accounting firms aren't simply processing more tax returns, they're rethinking how work gets done. By eliminating manual tasks and creating connected workflows, they can increase capacity, improve the client experience, and focus more of their team's time on planning and advisory services.

In this customer success story, discover how Motta Financial modernized its tax workflow with automation, integrated Books-to-Tax processes, and AI to create more capacity for advisory services and future growth.

In this case study, you'll discover how Motta Financial:

  • Reduced average tax preparation time from 3–4 hours to approximately 30 minutes

  • Eliminated up to 80% of administrative work through automation and integrated workflows

  • Built a scalable operating model that supports continued growth

  • Created more capacity for advisory services and higher-value client conversations

  • Improved turnaround times and the overall client experience

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