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    • Simplify DeliveryWhen the return is finished, delivered it electronically to your client’s account along with the payment vouchers and your invoice.
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    • Eliminate OCR VerificationLeverage patented auto-verification technology that ensures 100% accuracy for native PDFs or eliminate the verification step by taking advantage of our popular verification service.
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    • Standardize Workpaper PreparationBenefit from a workpaper system that ensures standardization by automatically bookmarking and organizing workpapers and can include PDF, Excel, Word, and Email workpapers.
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Expanding your client base for accounting firm growth: How did your firm score this tax season? | From Thomson Reuters

May 12, 20222 minutes

Talking to your clients about signing a 7216 consent form

January 21, 20225 minutes

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