As tax filers' expectations for a fast and simple tax return process increase, it's becoming more and more challenging for accountants to do their jobs without modernized technologies. However, accountants are also juggling the need for highly personalized advice.
According to a recent pulse survey conducted by Accounting Today and SafeSend, 92% of individual fax filers value a return that is highly personalized, followed by streamlined into one platform and digital. While the data suggests that tax filers are using and would value more online interactions, there is still the need for a human touch to keep the trust and understanding that comes with personal connections.
Download this research-based white paper to learn:
- Why individual and business tax filers turn to CPAs and what they expect in return
- The streamlined workflows that benefit both clients and accountants
- How an end-to-end, one stop technology solution future-proofs your practice