Case Study

From Managing Growth toThriving in a Pandemic:CPA Firm Triumphs with Practice Management Technology

From Managing Growth toThriving in a Pandemic:CPA Firm Triumphs with Practice Management Technology

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About CPA Tax Partners At a Glance Firm Growth Leads to Software Hunt Committed to T echnology “The goal was to grow the firm. ” That’s what Michael Rosedale remembers about CPA T ax Partners’ role as an early technology adopter. Noted for being a forward-thinking practice with decades of expertise, the firm long ago committed to leveraging technology to offer highly efficient and personalized service. Yet their innovation wound up paying unexpected dividends when the COVID-19 pandemic hit – and CPA T ax Partners thrived while other firms floundered. Back in the 1980’s, CPA T ax Partners ran their firm like most accounting practices – manually. “When you have a small firm with three or four people, you can run your firm more easily by working from common lists and paper files, ” Ro

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