Getting through tax season is always a bear. And with the differences in fiscal years and extensions, tax season, while peaking in the first four months of the year, actually ebbs and flows throughout the entire year.
For many practitioners, tax prep is all about the return. And since that is the ultimate work product, that focus isn’t entirely incorrect. But the return is the end product of a process that starts much earlier. If you go through a tax season without a good idea of what the workflow in your practice is, and without software that helps control and manage that workflow, you’re working harder than you have to.
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