How an Award-Winning 255 Person CPA Firm Streamlined Collaboration Across Multiple Locations – And Built A Foundation for AI-Driven Client Value

Award-winning accountancy firm had a problem with scale...

Named by Forbes and USA Today as one of America’s Best Tax and Accounting Firms

Kabat, Schertzer, De La Torre, Taraboulos & Co (KSDT CPA) has an impressive growth trajectory.

Since its inception in 2005, the firm has grown from a team of three people to 255, generating close to $40 million revenue in 2024.

But rapid growth brings complexity - and KSDT’s leadership knew that to stay ahead –they needed to embrace technology that could scale with them.

Jeff Tarabulos, Managing Partner, explains:

“One of KSDT’s values is continual investment in technology - I believe investing in the right tools is a differentiator. In fact, if I had a million dollars more on the bottom line, that million dollars would go towards technology.”

With rapid expansion, KSDT faced a challenge - how to keep operations streamlined across multiple locations and acquisitions.

Their CPA firm management system, PracticeERP (powered by NetSuite), was a massive upgrade, integrating CRM, Time Entry, Workflows and Finance Reporting in one application.

However, the legacy document management module being used at KSDT, which is an add-on to traditional accounting software, still slowed them down.

Jeff describes the issue with their legacy system:

“It was inefficient and made collaboration harder than it needed to be. We needed something built for the modern practice”

A Seamless, Integrated System

Through Integra International, a global association of leading independent accounting firms, Jeff was introduced to Workiro, a cloud-based next-generation document management platform that integrates directly with PracticeERP.

Unlike other document storage solutions, Workiro is the client file reimagined. It harmoniously consolidates document management, task tracking, email capture, electronic signatures, and real-time collaboration in a single source of truth - directly within the Practice ERP system.

“With Workiro’s integration into PracticeERP, I finally have everything in one window. No more toggling between different platforms, navigating clunky folders or missing critical communication - it’s all at my fingertips."

The Workiro platform aims to eliminate communication barriers, streamline project processes, and provide a comprehensive solution for users to manage documents, communications, and collaborative tasks in one integrated system.

Critical For Remote Work And Talent Attraction

Today, KSDT has offices across Florida, in Miami, Coral Gables, Weston, Boca Raton, in North Carolina and further afield in India and Philippines.

"Every time we make an acquisition, we have to undertake the digital transformation process again. Whether it’s bringing clients on board from paper-based systems or transitioning employees from incumbent software to KSDT’s chosen providers."

With employees and clients geographically dispersed, having systems that effortlessly enhance communication and collaboration is really important to them.

"You've got to have solid, easy-to-use systems in place. Using the right software is also really important to our employee value proposition.”

Consistently named one of Florida’s best places to work, the KSDT team knows a thing or two about building a successful culture.

With the accountancy industry currently suffering from a lack of new talent - a looming skills gap is on the horizon.

“As well as using Workiro to improve productivity by easing employees’ administrative burden, I think software plays a big role in acquiring talent. Young people coming into the industry want to know you're on the cutting edge of technology. Workiro’s integrated approach provides us with the foundation for unlocking the potential of AI in the future  - an exciting proposition for all involved.”

On Using AI To Add Value To Work

KSDT was particularly interested in Workiro's AI-driven insights and automation

"Workiro is laying the foundation for the next phase of our business, where AI helps us deliver more proactive, high-value services."

Jeffrey

"Accountancy has become commoditised, with a focus on deliverables, deadlines, and tax returns. The real value of what we do lies in the expertise and services we offer when we really take the time to understand our client’s business, objectives and challenges. Workiro will take care of the administrative side of the job, enabling us to help our clients grow.”