In the paper-based world, tax professionals were taught to use standard workpaper documentation techniques like standardized indexes, tickmarks, annotations, cross referencing, etc. Those techniques minimized review time and maximized leverage but they have largely been lost in the move to “paperless”. Recently, we polled a group of tax professionals and 78% said that their 1040 review process was inefficient. Why? Because in today’s “paperless” world, most preparers lack the tools to prepare well documented workpapers so review efficiency suffers.
SurePrep’s award winning 1040/1041 tax automation and paperless workpaper solutions reduce reviewer time like no other product. If you do not have a paperless tax process or if you are paperless but you use Adobe Acrobat to review tax workpapers do not miss this eye-opening webinar. Learn how highly efficient firms are using the latest paperless tax workpaper technology to finally return to professional service fundamentals, resulting in a profitable leverage model. We’re going back to the future.