STRATA inside Tax Preparation
STRATA inside independent tax preparation firms. The five things costing you that cost firms recoverable client revenue every season.
Tools we work with: Drake, ProConnect Tax, Lacerte, CCH Axcess, TaxAct Professional
About STRATA
STRATA installs AI inside the business you already built. We work inside your existing tools (CRM, AMS, PMS, scheduling). The customers you paid for, working for you again. The hours your team lost, given back. The Revenue Audit is $5,000 to $25,000, sized to the recoverable number we find in your data.
What's costing you right now
The specific things leaking revenue in your operation.
- 01
Document intake during peak season
Each return needs W-2s, 1099s, K-1s, deductions, and prior-year returns. Client documents arrive in fragmented bursts. Office staff chases the missing items by hand. Document Processing closes the intake loop.
- 02
Post-season retention sequencing
Clients who finished in April are unlikely to think about taxes until next February. The post-season sequence determines whether they come back to you or to TurboTax. Follow-Up Automation installs the cadence.
- 03
Missing-document chase during the cycle
Twelve back-and-forth emails per return for missing items. The chase is on the plan and inconsistently executed. Follow-Up Automation installs sequenced asks.
- 04
Dormant prior-client reactivation in late January
Last year clients who did not return need a January nudge to recommit. Revenue Recovery against the prior-year book.
- 05
Reporting on return-mix, average return value, and preparer utilization
Return-mix (1040 vs business vs amended), average return value, and preparer hours stitch from the practice-management system and the workflow tool.
The Revenue Audit
Know your number before you commit to anything.
Fifteen minutes against your data. We calculate the specific dollar figure of recoverable revenue from your tax preparation operation. The audit runs $5,000 to $25,000 depending on the depth of your business; our fee is sized to the number we find.
- 01A specific dollar figure of recoverable revenue, calculated against your own data.
- 02A diagnosis named in plain English, specific to your business.
- 03A reference conversation with another owner who has been through this.
- 04A fee sized to the number we found, or an honest answer about why this is not for you.
What we install
Six systems. Installed in sequence inside the tools you already use.
Layer 1
Revenue Recovery
Turn customers you already paid for into active revenue.
The database you already built, working for you again. No new ad spend, no new acquisition cost.
Layer 1
Speed-to-Lead
Your first call arrives before your competitor's. Every time.
The two-to-seventy-two-hour gap that costs the deal to whoever picked up first, closed in seconds.
Layer 2
Document Processing
Your team stops working through lunch.
Manual data entry that costs your team four-plus hours a week, gone. PDFs, emails, intake forms, faxes, handled.
Layer 3
Follow-Up Automation
Every lead followed up. Without you chasing your team.
The sequences you planned, but never executed at scale, run automatically against every contact.
Layer 4
Internal Reporting
Monday morning shouldn't cost you Sunday night.
Your Monday report compiled overnight. No more stitching numbers from five different tools every week.
Pre-entry
The Revenue Audit
Know your number before you commit to anything.
Fifteen minutes against your data. A specific dollar figure of recoverable revenue. $5,000 to $25,000.
Questions before you book
What owners in your industry ask first.
Drake, ProConnect Tax, Lacerte, CCH Axcess, and TaxAct Professional are supported right now.
Engagement under DPA aligned to IRS Publication 4557; audit exports PII-minimized; production processing follows your platform security posture.
Layer 1 is meaningful at four hundred or more annual returns. The audit math says yes or no.
No. The integration sits between the client-portal channels and your tax-prep system.
A practice-management export, a recent season of client-volume data, and a representative missing-document cycle. Fifteen minutes is enough.
How we work
Three promises that govern every engagement.
The Performance Guarantee
If we don't recover more revenue than our fee inside the first 60 days, we stop billing until we do.
An Honest Answer
If the audit shows the numbers don't justify the work, we tell you on the call. We'd rather walk away than waste your time and money.
Month-to-month
The first 90 days are month-to-month. No long contract up front. Longer commitments are earned by what we deliver.
STRATA inside Tax Preparation
Your recoverable revenue is a specific number.
We calculate it from your tax preparation data in fifteen minutes.
Performance Guarantee. Honest answer on the call. Month-to-month.