White paper

Why tax technology is a game-changer for CPA firms

By optimizing use of various technologies, your firm can drive greater efficiencies, focus on more big-picture projects, and improve client service without adding headcount

Even though most accountants know that technology increases efficiency, many CPAs are still cautious about adopting new tools. Despite this skepticism, technology adoption is picking up speed throughout the profession. This is due in part to digital filing requirements, growing client expectations, and a slow migration in the past to cloud platforms — which are now becoming a necessity rather than a nice to have.

This is a trend that must continue and accelerate for firms to stay successful. That means firms need to focus on continually evolving technology to increase best practices, improve productivity, and drive progress.   

This white paper explores how to:

  • Set your business on a course to benefit from technology
  • Consider the technologies that matter most to tax and accounting firms
  • Use technology to give your firm a competitive advantage


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