Online Session: Organizing Tax Documents

Attend this web seminar, "Increasing Profits this Tax Season with Organized, Indexed Client Tax Documents: A Guide to Evaluating Which Solutions Make Sense for Your Firm," to learn how organizing and indexing client tax documents can increase your firm's productivity and profitability this tax season.

Learn about innovative solutions to speed the organization and indexing of tax documents for fast and accurate data entry.

Learn how your peer firms view the business value of processing client tax documents through the results of an industry survey

Review a guide for evaluating tax document automation solutions: "Ten Questions to Ask When Considering Tax Document Automation."

Hear directly from the principal of one firm that used tax document automation to do more returns with less staff.

To attend the seminar, click here.

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