THE PROBLEM
A stagnant system in a changing landscape
Blue & Co. had been using the same national tax and audit software for over 20 years. While the system was familiar, it no longer supported the pace or complexity of the firm’s growing operations.
Their team needed more efficiency, more visibility, and a system that could evolve with them. But after two decades with the same software, change came with understandable skepticism.
“We had used this system for 20 years. It was comfortable, but not efficient. We needed a better way to handle the volume and complexity we deal with now.”
— Patrick Brown, Director
THE TRIGGER
Ready for a modern solution
Leadership knew that the current system was limiting growth. Audit workflows lacked real-time visibility, and tax processes were slower than they needed to be.
Despite initial hesitation, the firm was ready to explore a more flexible, centralized solution that could handle both sides of the business.
THE SOLUTION
One platform for tax and audit
Blue & Co partnered with Vsimple to reimagine two critical workflows: tax processing and audit execution. Vsimple worked closely with the team to understand their processes and deliver a system built around how they actually work.
What changed:
Tax and audit workflows centralized in a single platform
Audit processes became trackable with live status updates
Tax processing gained new efficiencies through tailored automation
Visibility improved for leadership across both departments
A repeatable model now exists for expanding into other services
THE RESULTS
A new era of efficiency and growth
Vsimple helped Blue & Co move beyond legacy software. What started as a pilot project is now seen as a scalable model for the future.
Legacy software replaced with a more flexible, modern solution
Leadership gained real-time visibility across audit workflows
Tax teams are more efficient and less dependent on outdated systems
ROI is clear, and the platform is ready to scale with the firm
“Vsimple proved that a tailored platform can outperform a national provider. It’s been a game changer for us.”
— Patrick Brown
Company name
Blue & Co
Industry
Professional Services
Pain point
Outdated systems limited visibility and efficiency.
About the company
Blue & Co is a full-service accounting and advisory firm that helps clients navigate tax, audit, and business challenges with confidence. With over 50 years of experience and a client-first approach, Blue & Co serves thousands of clients across industries with deep expertise and high standards.
