Jump to: Modernizing document collection Meeting client expectations Automating data entry Revamp the review process Better delivery to clients A talent management advantage Planning a 1040 digital tax transformation Many tax firms know their tax preparation process is not as efficient as it should be—and it’s costing them money and opportunity. They want to do a better job at using technology to streamline data collection, automate data entry, enhance the review process, and improve service delivery. However, they don’t know where to start the needed transformation. That’s why we’ve created this simple guide outlining how firms can complete the planning phase of a digital 1040 tax transformation. Taking a strategic approach to the planning phase is crucial because it prepares staff and clients well before the official rollout and allows firms to sidestep preventable errors. It also lets firms enjoy the promised return on investment (ROI) that accompanies such upgrades. Tax season is hard enough: you don’t need to make it harder on your team and clients with outdated technology and a stagnant process. Modernizing document collection Requesting and gathering the necessary client documents and data is the first phase of the tax prep process and often the most […]
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