Taxes are tedious. There’s no getting away from the numerous data entry tasks and low-value work that it takes to complete each return. But you can reduce the redundant steps and mind-numbing number-crunching that’s typically off-loaded to lower-level staff by using tax workflow automation in specific parts of the process.
Tax workflow automation can help your firm improve employee engagement by freeing up more time to do more rewarding work. Firms that are behind the times technology-wise end up with frustrated staff members and higher attrition. So this move toward automation also makes it possible to attract and retain talented staff.
7 areas to automate
Firms that are looking automate need to know that you can’t just flip a switch and achieve complete tax workflow automation. But you can save time and headaches by automating a few key problem areas.
- Get notifications of due dates and client communications through CCH Axcess™ Workstream.
- Gather client data through CCH Axcess™ Client Collaboration to reduce administrative hassles around gathering and storing paper files.
- Scan source documents using CCH® ProSystem fx® Scan and flow the data into a return to reduce data entry.
- Use metadata to find documents so staff members spend less time searching.
- Use eSignatures to minimize the back and forth with clients.
- Set up file retention rules in CCH Axcess™ Document to save time on purging expired files.
- Research tax law changes using CCH Axcess™ iQ and determine how they affect your clients.
Add Value with Automation
If you want to eliminate steps that steal your staff’s time before this tax season, download our ebook Building Firm Culture for seven tips.