Digital Transformation Reduces Friction and Delivers a Modern 1040 Client Experience

Robotic Process Automation, mobile apps, dashboards, and next-generation scan-and-populate technologies are reducing friction and streamlining workflows like never before. In this session, attendees will learn how firms who embrace these new technologies will:

  • Enable work from home for all staff including admin
  • Reduce workload compression by receiving source documents the day they’re issued from over 300 financial institutions
  • Eliminate data entry into tax software
  • Drive increased profitability
  • Delight 1040 clients

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