As an accountant you are more than just a tax preparer, you’re the expert on what your client needs. Automating your tax workflow gives you time to focus on strengthening your client relationships and sharing your knowledge. Discover the solutions and benefits a technology partner provides.
With a host of new credentials, certificates, degrees and other ways of signaling their expertise now available, accountants and firms need to develop strategies to figure out which best suit their careers and their practices.
Tax season is a busy time and there is a temptation to take a shortcut on procedures, skip some extra training or sidestep an extra effort to be in touch with a client. Succumbing to these and other temptations is a shortsighted mistake that should be avoided.