‍

‍

The Challenge

Dana and Charles inherited a longstanding tax business and quickly scaled it from under 1,000 clients to over 4,000. However, as their client base grew, so did the challenges. Their previous system, Drake, was cumbersome and lacked essential modern features like e-signatures and easy document uploads. On top of that, they were burdened by excessive processing fees—up to $120 per return—which added unnecessary costs for their clients and hurt their competitive edge. They needed a more affordable, scalable, and user-friendly solution that could keep up with their growing operation.

The Solution

After learning about Unity at an IRS forum, Dana and Charles made the switch—and immediately saw the difference. The transition was seamless, thanks to excellent onboarding and training. Unity’s software offered the efficiency they needed, including full support for electronic document uploads and e-signatures. Most importantly, the move reduced client fees by up to $100 per return, without compromising on quality or support. With access to a responsive team, intuitive tools, and cost savings that benefit both the business and their clients, Dana and Charles now run a smoother, more modern, and more profitable tax operation.

What Unity Provided Dana & Charles

• Seamless transition from Drake software
• Up to $100 in savings per client return
• Electronic document upload and e-signature capabilities
• No more reliance on paper files
• Scalable solution for a growing client base
• User-friendly software with training and onboarding
• Reliable, responsive support team
• Increased client satisfaction and operational efficiency