• 2011 Desk Reference Ready for Download

    2011 Desk Reference Ready for Download

    This 2011 Desk Reference is our gift to you. We hope you find it helpful as you gear up for tax season. You may print as many copies as you like.

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    Posted on November 1st, 2011

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    Proper Setup for Implementing a Paperless Tax Workflow

    CPAs and accounting professionals will find the process of setting up a paperless tax workflow quite logical – and even quite practical. If the implementation of scanners, tax document automation technology, integrated tax preparation software, and document management systems are well planned and configured properly, firms should see a healthy return on investment in no time … while avoiding the dreaded ripple effect.

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    Posted on October 19th, 2011

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    You’re Known by the (Software) Company You Keep

    The following article describes some of the challenges faced by today’s professional tax preparers and emphasizes the importance of choosing the right tax software. From training a staff to handling huge amounts of data to maintaining and recruiting clients, the modern tax professional has more to do than just fill out and file tax returns.