Learning Center
Menu
Industry research

Industry research

Taxpayer collaboration platforms

A taxpayer collaboration platform is a modern solution that replaces paper organizers and online portals.

Learn More

Scan-and-populate

Scan-and-populate technology performs two important functions: capture data via OCR and organize digital workpapers into a Workpaper Management System.

Learn More

Workpaper management systems

Workpaper Management Systems serve two important functions: organizing tax workpapers into binders, and providing tax preparation tools.

Learn More

Outsource

Outsourcing tax return preparation lowers costs, increases capacity, and lessens workload.

Learn More