Three Digital Changes to Consider Ahead of the New Tax Filing Season

In just a few short weeks, a new tax filing season opens. For many tax and accounting businesses, a new season means continuing a successful formula. They’ve established a loyal clientele, who rely their expertise for the best return outcomes. They’ve also fine-tuned their workflows to maximize efficiency and productivity.

But even the most precision-engineered tax and accounting office always has room for continual improvement. In particular, making small digital changes could yield big workflow returns.

Step through the Portal to Better Document Management

Let’s imagine your office’s current setup. Most of your workflow already is digital. You prepare and file the vast majority of your clients’ tax returns electronically. And while you might still refer to the proverbial shoebox full of receipts, you soundly prefer to digitize these types of documents.

But what happens when you want to share a document with a client? Or a fellow staff member in your office? Introducing a document portal to your workflow lets you bypass email and better protect sensitive information. Plus, a portal gives your clients the ability to access and review documents whenever they prefer.

Sign on to Digital Signatures

Now let’s go another step further with client documents. You’ve got them digitized, and you might even be using a portal. But how do you approach the dotted line?

Digital signatures introduce another layer of document security. They effectively close the paper loop, as there’s no need print a document in order for a client to sign. Plus, digital signatures offer far greater convenience than their hard-copy counterparts. A client can simply initial a document or even sign their return securely online, saving a trip to your office or fees to courier or send overnight.

Take Tax Research Online

Even in the most digitized of workflows, a particular paper-centric bastion often persists. Traditionally, tax research meant having handy physical copies of current regulations and analysis. But in a complex tax landscape, a digital research alternative could be a wise investment.

Meanwhile, taking your tax research digital has another important advantage over paper. When integrated directly within tax preparation software, a digital research platform can save you time and patience, both of which are especially valuable during the filing season.

Ready to make this filing season your best yet? Learn more in our free eBook, 5 Tips for a Successful 2018 Tax Season.


Caroline O'Reilly

Content Marketing Manager

All stories by: Caroline O'Reilly