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Outdated processes like paper 1040 organizers, data entry into tax software and snail-mail tax return delivery waste valuable time, contribute to tax season workload compression and fail to deliver the convenience your clients have come to expect in today’s world. Today’s tech-savvy firms are using mobile apps, paperless workpapers and Optical Character Recognition to streamline their processes.
In this session, we demonstrate a completely digital, end-to-end 1040 tax return solution that lowers costs, increases efficiency and improves the client experience. This software demonstration covers the following workflow steps and more:
View, in action, a two-time CPA Practice Advisor technology award-winning collaboration system that streamlines the requesting and delivery of client source documents.Compare the most extensive document coverage list in the scan and populate industry. Discover a bespoke workpaper system built for team collaboration of your tax preparation team!
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Eliminate the paper organizer with TaxCaddy.
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