Nexus Advisory Processes 30% More Returns Without Adding Staff
How a 15-CPA tax advisory firm unified workflow management and client communication — and scaled through busy season with the same team.
The Challenge
Nexus Advisory served 800+ tax clients ranging from individuals to mid-market businesses. Karbon managed workflows and task assignments, while QuickBooks handled their own firm's billing. Client document requests went out via email with no tracking, and the firm had no way to see which clients had submitted documents and which were holding up the queue.
During tax season, the bottleneck wasn't CPA capacity — it was chasing clients for documents. Returns sat in limbo for weeks waiting for a single missing W-2 or K-1, and CPAs had no visibility into what was pending across their entire book of clients.
- Document requests lost in email with no tracking or follow-up
- Returns stalled for weeks waiting on missing client documents
- No CPA-level view of which clients were ready vs. pending
- Billing required manual time tracking and QuickBooks invoicing
The Solution
Nexus deployed Dewx firm-wide in four weeks, just before tax season, with document collection portals and automated workflow tracking that kept every return moving forward.
CX Hub — Return Workflows
Templated workflows for every return type with automated task assignments, review stages, and deadline tracking.
Portal — Document Collection
Client-facing document portal with checklists, upload tracking, and automated reminders for missing items.
OPS Hub — Firm Billing
Time tracking tied to client engagements with automated invoicing and accounts receivable management.
Dew AI — Engagement Letters
AI-generated engagement letters, document request lists, and client status summaries for each return.
The Results
30%
More returns processed per season
5 days
Faster average document collection
90%
Client document portal adoption
2 → 1
Tools consolidated into Dewx
Timeline
Migrated client database from Karbon; configured CX Hub return workflow templates.
Built client-facing document portals; set up automated document request reminders.
Configured OPS Hub time tracking and billing; migrated invoice history from QuickBooks.
Onboarded all 15 CPAs; activated Dew AI for engagement letters and status summaries.
Processed 30% more returns; document collection time cut by 5 days on average.
“Our bottleneck was never preparation — it was chasing documents. Dewx's client portal with automated reminders got us documents 5 days faster on average. We processed 30% more returns this season.”
Features That Made the Difference
Return Workflow Templates
Standardized workflows for every return type and complexity.
Client Document Portal
Self-service upload with checklists and auto-reminders.
Time & Billing
Track hours per engagement with automated invoicing.
AI Engagement Letters
Generate customized engagement letters in seconds.
Season Dashboard
Real-time view of all returns by stage and CPA.
CPA Workload Balancing
See capacity and redistribute returns during peak season.
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