Is tax technology worth the investment?

Is tax technology worth the investment?

Solutions in Focus: TaxCaddy, 1040SCAN, SPbinder, Outsource, Change Management

Digital transformation has opened the door to seemingly unlimited opportunities for innovation in the tax and accounting industry. Workflow challenges that were once thought to be standard burdens of tax work can now be resolved due to tremendous breakthroughs in automation. And yet, many firms that built their reputation on steadfast consistency are still unsure if technological investment is worth the financial risk.

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Large NYC firm automates workflow with SurePrep technology

Since setting up shop in 1938, Janover LLC has grown from a small family practice into an award-winning powerhouse with over 200 team members. The firm has maintained its successful trajectory by embracing change and adapting to the times.  

Steven Hart, Chief Information Officer, played a leading role in transitioning Janover into the era of cloud-based technology. In collaboration with SurePrep’s Client Success Team, he helped Janover rebuild digital infrastructure and resolve workflow bottlenecks with automation.

The way we were doing things before didn’t position us to be a firm of the future or one that leverages its technology stack to increase profitability. To be a modern firm, we have to make significant changes and investments in our technology.

— Steven Hart, Chief Information Officer, Janover LLC

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