Info

Level 1: Taking the First Steps Characteristics: laptops; desktops; software for spreadsheets, accounting and tax preparation; smartphones, tablets Level 2: Humming Along Characteristics: Document portal; eSignatures; workflow software Level 3: Revving Up Characteristics: Workflow software is standard; data is automatically updated across tax prep and workflow software Level 4: At Full Speed Characteristics: Client invoices are automatically generated and sent; file creation, retention, and destruction also are automated Level 5: In the Future Characteristics: Doing work by hand is now fully in the past