Customer Stories

How the Akopyan Group Modernized and Scaled Tax Workflow In a Single Season

Yuriy Akopyan, CPA, Founder Akopyan Group, CPAs

Balancing tax and advisory is challenging enough for any firm, but the Akopyan Group, CPAs is attempting to do so while growing by acquisition...

How HRX CPAs Erased Its Admin Burden and Turned an 80-Hour Tax Season Into 50

Hiren Parmar, President & Founder HRX CPAs

HRX CPAs was built around a core belief: Financial success shouldn’t come at the expense of family time or peace of mind. The Irvine, Calif. firm specializes in multi-generational wealth planning...

Stylized bar chart illustration for KSZ Advisors customer story

How KSZ Advisors Fixed the Hardest Part of Tax Work With Truss

Yani Marx, Partner & Head of Operations KSZ Advisors

KSZ Advisors has its hands full every day. The firm serves mostly high-net-worth individuals who own multiple businesses and/or multimillion-dollar companies...

Abstract illustration for Lombardo Ayers customer story

How a 50-Person Firm Solved Its Most Frustrating Tax Workflow Challenge

Jim Fleshman, Partner Lombardo Ayers

Lombardo Ayers conducts surveys with its staff at the end of tax season, and last year, there was an obvious pain point...