Solving Corporate Tax With Trisk
Trisk's no-code nature allows Subject Matter Experts (SMEs) to leverage expertise across the entire company, easily share valuable knowledge, and empower teams to operate with unique approaches. Clients empowered with controlled self-service, while teams gain remarkable capacity boost driven by the unique IF/THEN Connect technology.
40%
Revenue Growth in Year 1
Automation unlocked efficiency, enabling seamless expansion—without hiring additional staff.
90%
Increase in Client Satisfaction
Faster processes, fewer errors, and improved transparency made a tangible difference for clients.
0
Additional Employees Needed
VPTax scaled its operations and handled the increased workload without increasing costs.
The Challenge: Scaling Without Compromise
VPTax aimed to scale profitably without overburdening top management but found traditional service models costly and inefficient.
- The Bottleneck: The traditional “Eat What you Kill” model restricts scalability, overburdens key professionals and creates operational inefficiencies.
- The Pressure: Deliver timely, proactive, superior service at a cost clients see as fair value.
- The Turning Point: VPTax embraced AI-driven automation, enabling growth, better client communication, higher employee satisfaction, and controlled headcount costs.
The result? A firm built for the future—lean, efficient, and ready to grow.
How VPTax uses Trisk?
Streamlined Information Collection
The information you need, when you need it, from the person who has it
End-to-end Automation
Stop worrying about dropping balls. Real-time visibility into who’s doing what and when
Garage (File Storage)
Standardized and structured files storage allows to easily find documents
Resource constraints unlock
Empowered teams to make the most from their time and easily scale in constrained environment
Meet VPTax
A corporate tax firm, based in Silicon Valley, skyrockets their operations using Trisk.
With the quality of the deliverable and the experience being a top priority, VPTax constructed a revolutionary organizational structure and business process more akin to a manufacturing enterprise than an accounting firm. They realigned traditional accountant roles and responsibilities, introduced operations professionals and implemented Trisk as the enabling technology.
Discover the power of Trisk for a VPTax experience
Coworking
Using Trisk’s coworking feature, VPTax conducts online interviews to curate project requirements, schedule and launch tasks. This live collaborative exchange with clients is huge in identifying and prioritizing issues and opportunities.
IF/THEN Connect
VPTax eliminated the PBC list. At the conclusion of each coworking interview, custom pre-built data collection forms automatically launch to the right people. No more holes or delays. No more forgetting!
Document Delivery
VPTax sends draft and final versions of tax returns, studies and reports to recipients with individualized instructions, comments or questions. Client responses are saved with the documents.
What makes Trisk a perfect fit for tax professionals?
Easy to use, no coding
Distinguish yourself from the competition. Create custom data collection/process management tools, without programmers, in a matter of days or weeks not months or years.
Work better with clients
Don’t remember if what you’re looking for was in email, text, IM or voicemail? Take charge of how you communicate with clients. Everything in one place is amazing!
Data security
SOC2 type II compliant, MFA on board, AES in-flight and at-rest encryption allows to stop the insecure emails. Trisk puts you in control by providing strong security options for you and your clients.
Cross-sell and Up-sell opportunities
Make everyone on your team a salesperson. Integrate strategic questions into customized forms to turn every project into a practice development opportunity.
Get organized and stay that way
Due date anxiety is part of the business. But it doesn’t need to keep you and your team at the office all the time. With Trisk’s automation, projects are not only well planned, but at any time, you can see what your team and your clients are doing.
“The workflows VPTax crafted in Trisk is what drives our industry-beating margins. This synergy not only drives financial success but also grants me the freedom to focus on what truly matters. Trisk automatically serves up my tasks, eliminating the need for constant tracking and unleashing unparalleled efficiency.”
Stephen Day
Senior Tax Director & Principal @ VPTax