Enable Work From Home, Reduce Workload Compression, and Improve the Client Experience with a Completely Digital 1040 Workflow

Streamlined, digital processes are more important today than ever before. A tax workflow that allows the entire team, including administrative staff, to work from home is not just a “nice-to-have.” It’s a requirement in the post-COVID-19 world.

In this session, we’ll look at the top three issues facing firms and discuss how to address them. We’ll show how 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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