Document Management: A Tax Season Planning Guide
Perhaps more so than any other profession, accounting, tax and audit firms handle enormous volumes of documents. In order to work efficiently, firms must find ways to manage all of these client source documents, completed tax returns and email correspondence in ways that free up staff to focus on providing value.
Especially these days when tax preparation is often considered a commodity, firms are constantly looking for ways to streamline workflow in order to maintain profit margins. Fill out the form below and we will email you your white paper.