The benefits of paperless tax preparation are clear: Automating the organization and entry of client tax documents is far more efficient than working by hand. Going paperless saves time and money, and allows administrators or junior staff members to do high-value activities that used to require experienced tax preparers. This white paper outlines a five-phase change management methodology and implementation tool kit by which your firm can plan, implement, and sustain the transition to a paperless tax workflow.
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