INCOME TAX PREPARATION CASE STUDY Taking the taxing out of taxes Albert Einstein is credited with saying that the hardest thing in the world to understand is the income tax. It’s no wonder that tax preparation firms are so highly valued by their clients, and why one firm chose OfficeSuite UC ® to ensure that its nearly 80-year reputation for customer service excellence remained a non-depreciable asset. Industry Income tax preparation Customer New York State business 10 permanent employees; 100s during tax season 2 year-round locations; 20+ during tax season, several offices by appointment post tax season Individual, corporate, not-for-profit Challenges Ability to scale for seasonal fluctuations Unreliable phone service for customers Standalone offices vs. integrated system Lack

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