White Paper

Jump start tax preparation with intelligent tech strategy

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The tax practice remains central to the operation of many, if not most, accounting firms, but despite advances in technology many of these services still involve a high number of manual processes. This is often the case starting from the gather phase, when accountants are collecting the materials they need from their clients, often in a less-than-efficient manner. 

In this white paper we examine this topic using recent research from accounting professionals, addressing issues such as: 

  • Where accountants face bottlenecks during the tax preparation process
  • The tools accountants are using at different stages of the tax prep process
  • How streamlining the gather phase can improve overall efficiency
  • Tools that can help the gather phase become less cumbersome