Streamlined, digital processes are more important today than ever before. A tax workflow that allows the entire team, including administrative staff, to work from home is not just a “nice-to-have” it’s a requirement in the post-COVID-19 world.
In this session, we’ll look at the top three issues facing firms and discuss how to address them. We’ll show how a completely digital 1040 workflow enables work from home, reduces workload compression, and improves the client experience by:
– SurePrep’s solutions are integrated with CCH Axcess Tax, CCH Global fx, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, UltraTax.
Solutions in Focus: TaxCaddy, 1040SCAN, SPbinder
View this recorded webinar to learn how this new technology works, and how you can use it to grow your firm’s bottom line.
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Eliminate the paper organizer with TaxCaddy.
Automate preparation with 1040SCAN.
Streamline review with SPbinder.