5 signs your tax workflow is out of date
Success looks different for each tax firm, but the definition of efficiency is pretty universal: Get the most (and best) work done with the least…
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“New Normal” webinar helps firms leverage technology to adapt to recent changes
Since stay-at-home mandates went into effect this spring, the new normal for accounting firms has had to adjust dramatically — and quickly. In the recent…
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2 Surprising Ways Digital Workflows Affect Peak Performance
Integrated digital tax workflows allow firms to streamline or automate nearly every step of the tax return preparation process from obtaining the necessary client information…
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Tax workflow automation can save time and headaches
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…
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Audit Technology: Key to Firm Expansion and Survival
No such thing as static When companies report their financial numbers on Wall Street, shareholders assume two outcomes; you’re either growing or shrinking. There’s no…
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Remote Access Technology: Is it Blurring the Lines of Work and Leisure?
Remote Access Will Soon Be The Norm. Currently, remote access work solutions are a hot topic in the tax and accounting industry. What was once…
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Tax Season is Over: Take Steps Now to Advance Your Firm During Extension Season
The individual filing deadline is behind us. Tax professionals are now using this time to reflect on what went right and what went wrong during…
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Electronic Signatures: A Solution Worth Implementing.
Use Technology to Your Benefit. As we head into the 11th hour of tax season, firms are looking for ways to save time in order…
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Three Questions to Ask Today So You Can Jump into the Future
Managing a professional services firm is hard work. Firm leaders must juggle marketing, business development, client service, staff recruiting and retention to a successful outcome…
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Transform Firm Processes via CCH ProSystem fx Scan and AutoFlow and Save Up to 30 Minutes Per Return!
Read the Case Studies and Join the Best Practices Panel Discussion This just in, and right in time for tax season: Firms utilizing CCH ProSystem…
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