Reduce Workload Compression

Infographic: Tax season timeline

How do paper organizers, online portals, and TaxCaddy compare? See what your tax season might look like with each option. This infographic will help you see where the biggest bottlenecks happen. Applying technology in the right places can dramatically reduce workload compression. 

Webinar: Alleviating staffing concerns by leveraging automation with outsourcing 

Staffing shortages create workload compression for your existing staff. How can you take weight off their shoulders? Automation and outsourcing. Learn how selective outsourcing and targeted automation can decompress your 1040 process. 

Success Story: How to avoid the 16-hour workday during tax busy season

How did Tom Osborne, CPA dramatically reduce workload compression for his firm? Technology. After implementing SurePrep, Tom says, “We made up so much time in efficiency. The upfront scanning takes a fraction of the time of what it did before. The review took a fraction of the time it took before.” 

Webinar: Reduce workload compression with a digital 1040 workflow

In this webinar, SurePrep CEO David Wyle will show you how to reduce workload compression by: 

• Giving you access to tax documents the day they’re issued from banks, brokerages, and payroll service providers 
• Eliminating time-consuming data entry into tax software 
• Reducing review time by 50%