Case study: How tax technology contributes to becoming an employer of choice

With ongoing staffing challenges across the tax and accounting profession, firms that want to add staff will have to develop strategies and policies to stand out and become an employer of choice. A number of factors contribute to a firm culture that attracts top staff, and technology is just one. However, investing in the right technology can demonstrate to potential staff that a firm is committed to excellence and can provide the resources to support its staff. 

Tronconi Segarra & Associates is a full-service firm with offices in New York state. Lisa Mrkall, a Principal at the firm, recently discussed the firm’s experience using CCH Axcess Tax and other CCH technology to make working for the firm easier for everyone.

Even before the pandemic, the firm’s leadership saw the value of moving to the cloud. According to Mrkall, “This was definitely an ideal situation for us to move to the cloud for a variety of reasons. We have multiple offices, with multiple people working from all over. So this was this was a huge priority for us and a huge technology initiative.”

She continues, “We're very fortunate to have partners that invest heavily in technology. So when we demonstrated what benefits the cloud would bring to our firm, they were very, very much willing to invest in that… It's been really rewarding and enjoyable to be part of it, just seeing what efficiencies  they bring to the office and easier, more usable work methods for everyone.”

Greater efficiency improves staff engagement

Less experienced staff need to learn the ins and outs of the job, but the work that often gets delegated to junior employees is not always rewarding or even educational. By automating some of the most time-consuming processes in the digital tax workflow, the firm has established an environment in which the staff can thrive. 

Mrkall explains, “The more we automate and save time, the more that we can take the time to look at our staff and what it is that they like to do and give them the opportunity to perform the type of work that they really are good at and are passionate about.”