A Statistical Analysis of Firms Who Leverage Technology to Increase 1040 Tax Prep Profitability

For years, companies have used technology to increase efficiency and profitability. In today’s recessionary environment, margin optimization is a top priority of leading CPA firms and newly patented scan and populate technology delivers meaningful savings to the bottom line.

In this session, we’ll look at statistical data to prove how technology-driven firms are reducing costs and increasing margins in their 1040 tax practices. We’ll demonstrate some of the ways you can use technology to drive savings to your CPA firm’s bottom line, including:

  • Eliminating human verification for native PDFs
  • Cutting review time in half so those hours can be spent on high-value services
  • Leveraging onshore and offshore resources to reduce costs
  • Automating and streamlining 1040 client collaboration

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