How ProcStat’s White Label Tax Prep Services Enabled a Firm to Deliver Unmatched Efficiency

Client Overview

Our client is a well-established U.S. based accounting and tax firm catering to small businesses and high-net-worth individuals. They specialize in tax compliance, tax planning, and advisory services.

Business Challenges

The firm faced major operational hurdles during peak tax season, capacity constraints, high staffing costs, and a growing imbalance between compliance work and strategic advisory services. These issues led to extended working hours, staff burnout, and missed opportunities for high-value client engagement.

Business Solution

ProcStat stepped in with a white-label tax preparation model. By managing a large volume of tax returns under the client’s brand, we enabled the firm’s internal team to refocus on advisory services while ensuring timely and accurate compliance support.

Key Results

•    50% faster turnaround times
•    20% growth in advisory revenue
•    30% reduction in seasonal staffing costs
•    25% drop in filing errors and amendments

Outcome

With ProcStat’s scalable tax prep services, the client significantly improved their operational efficiency, elevated service quality, and strengthened client relationships, all while optimizing internal resources for strategic growth.

👉 For an in-depth view of how we made it happen, download the full case study.