This Ontario CPA firm is using QuickBooks Online Accountant’s year-end with Pro Tax workflow for faster tax filing and to give small business clients insights they need to prosper.

Marsers Consulting is a financial and business consultancy headquartered in Hamilton, Ontario. It specializes in providing a comprehensive and tailored approach in financial advisory and consulting services to public and private sector businesses.

Over the past five years, the consultancy moved entirely away from desktop solutions to a cloud-based environment, using the QuickBooks Online Accountant ecosystem, including Workpapers and Pro Tax.

“We are getting more opportunities and more flexibility with cloud-based software,” says Muhammad Azam Razzak, founder and managing partner at the firm.

Access to real-time data has made Marsers’ work more accurate and more efficient, which in turn sets its clients up for growth. Plus, with a connected year-end workflow, the team can ensure data is accurate without additional tools or exporting, making the year-end and tax filing process far less time consuming.

Key Benefits Realized

• 45% time saved on average for T2 returns vs. previous workflows
• Greater client retention
• Helping new businesses grow
• More new clients
• Flexible and remote work