A digital tax workflow streamlines every step of the tax prep process, from obtaining client data to preparing and reviewing returns, delivery of the finished tax return and invoicing. Creating an end-to-end digital tax workflow enables a more modern client experience while also improving efficiency and accuracy.
Firms that don't invest in a digital tax workflow strategy may experience lost time due to misplaced papers, redundant and error-prone data entry, inflexible work environments, and lower client satisfaction, leading to less efficient communication and collaboration.
Mark McAndrew, Director of Product Management at Wolters Kluwer Tax and Accounting North America, is joined by several esteemed customers as they share their first-hand experiences with implementing an end-to-end tax return automation process. Learn how to:
- Create a faster tax workflow process
- Increase efficiency through automation
- Attract and maintain top-quality clients and standout employees
- Eliminate the cost and burden of paper-based processes
