Perry has watched her firm steadily grow over the years, but that growth has also presented new challenges. Her team is experiencing unprecedented workload compression during peak season and her clients are emailing blurry photos of source documents rather than mailing them in. She’s decided that it’s time to make the leap to a digital workflow, but she’s very careful about selecting the right one. Perry wants to adopt digital automation solutions that will address the entire 1040 process in order to increase profitability, reduce workload compression, and improve client service.
Perry wants to...
Robin reviewed paper-based tax workpapers for years, but her firm recently went digital to enable work from home. This means Robin’s workpapers are now scattered across a collection of PDF, Excel, Word, and email files. Her firm’s document management system lacks standardized organization and annotations. The new digital process has actually made her less productive and she misses the flexibility of paper. Robin wants the ability to work from anywhere and collaborate in the cloud, but she also wants to work more efficiently.
Robin wants to...
Alice manages incoming documents from taxpayers while also delivering traditional organizers, signature forms, and completed returns back to them. During tax season, the clutter of documents that need to be scanned, printed, and organized becomes so immense that she can barely keep up. Alice would love to implement a digital platform that simplifies the gathering and delivery of documents so she can stay on top of her work and avoid bottlenecks.
Alice wants to...
Tom has a good relationship with his CPA firm, but he feels that their service has become outdated. He makes bank deposits, pays bills, and stores important documents on his smartphone, so he doesn’t see why they’re still sending him a traditional organizer in the mail every year. He would prefer to upload documents to the cloud, but doesn’t have an easy way to do so. Tom wishes his firm provided a digital, mobile-friendly platform for taxpayers so he can provide documents, electronically sign forms, and make payments with ease.
Tom wants to...
