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Industry research

Industry research

Client collaboration platforms

A Client Collaboration Platform is a modern solution that replaces paper organizers and online portals.

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Scan-and-populate

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

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Workpaper management systems

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

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Outsource

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

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