Find your flow: How to transform your 1040 tax workflow 

Are you looking for ways to improve your tax workflow process and reduce tax season's stress and workload compression? Do you want to leverage the latest technology to streamline your data collection, preparation, review, and delivery of tax returns? Do you want to enhance your client experience and retention and create new opportunities for growth and profitability?

If you answered yes to any of these questions, this white paper is for you. In it, you will discover how to implement tax workflow best practices, like how to:

  • Modernize your document collection and leverage client collaboration tools that facilitate data collection and integrate with your tax software.
  • Automate your data entry and reduce manual errors with scan-and-populate solutions that use artificial intelligence and machine learning to improve accuracy and efficiency.
  • Revamp your review process and minimize review time with work-paper management systems that ensure standardization and integration.
  • Improve your delivery and make it easy for clients to sign, pay, and access their tax returns with online tools that support e-signature and e-filing capabilities.
  • Attract and retain talent better by elevating the role of your staff and enabling them to focus on more fulfilling and value-added work.

By following tax workflow best practices and strategies outlined in this white paper, you can find your flow and lighten the load felt during tax season. You will also be able to leverage the solutions from Thomson Reuters and SurePrep, the leading providers of tax and accounting software and services, to optimize your tax workflow process and achieve your business goals.

Don't miss this opportunity to learn how to transform your tax workflow process and take your practice to the next level. Download our white paper today and find your flow.

Access the full white paper