Work from Home with Digital 1040 Workflows

Work from home, reduce workload compression, and improve client experiences with a completely digital 1040 workflow

There are more remote CPA firms today than ever before. Both established practices and those just starting a virtual CPA firm need remote 1040 solutions. Your tax workflow should allow the entire team, including administrative staff, to work from home. This is not just a “nice-to-have.” It’s a requirement in the post-COVID-19 world.

Whether you want to move a large-scale operation to a remote CPA firm model or start a virtual CPA firm from scratch, this webinar is for you. We’ll look at the top issues you’re likely to face and how to address them.

A completely digital 1040 workflow enables work from home, reduces workload compression, and improves the client experience by:

Giving you access to tax documents the day they’re issued from banks, brokerages, and payroll service providers
Eliminating data entry into tax software
Reducing review time by 50%
Offering modern, mobile conveniences to your 1040 clients

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Interactive Demonstration

Work from home, reduce workload compression, and improve client experiences with a completely digital 1040 workflow

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