The End-to-End Digital 1040 Tax Return – A Demonstration

Outdated processes like paper 1040 organizers, data entry into tax software and snail-mail tax return delivery waste valuable time, contribute to tax season workload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:

• Requesting and receiving digital documents and e-signatures from clients.
• Sending digital documents through Optical Character Recognition to eliminate data entry.
• Preparing and reviewing digital workpapers with a bespoke workpaper system that is built for team collaboration and optimizing reviewer’s time.
• Delivering electronic tax returns quickly and efficiently directly to your client’s mobile phone.
• Invoicing and receiving payment when your client receives the tax return you prepared, at the point of maximum value

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!