The summer months offer an opportunity to move your firm towards a more digital, less paper environment. One where a truly Digital Tax Workflow guides everyone – from the most junior accountant to the most experienced partner -- through the tax prep process with speed, consistency, and accuracy.
Join us for this one hour webinar where we’ll discuss the dynamics of a Digital Tax Workflow and discuss why it’s important to:
- Improve your clients’ ability to provide their tax source documents and information securely and quickly via electronic organizers.
- Increase the security of your clients’ personal and sensitive data via the use of secure portals.
- Save time and ensure staff concentrates on higher value tasks via scanning and data import technologies.
- Increase billings and reduce tax prep costs by capturing vital document approvals via e-signatures.
- Exceed client demand and expectations via a combination of data analytics and AI.
Learn how you can implement integrated, cloud-based technologies that offer a seamlessly integrated Digital Tax Workflow. You’ll hear how moving tax prep to the cloud will not only save you time and money, it will also speed up client collaboration and help improve the service you provide by taking advantage of the integrated Digital Tax Workflow and client collaboration tools and resources that are at your disposal.
