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AUTOMATING TAX OFFICE MANAGEMENT
Today, more than ever, firms are trying to find a differentiator, an edge, a unique brand that elevates them over their competition. Simply offering tax return processing doesn’t make our firms unique, so a new set of automated tax processes can be just the thing to set a firm apart. Tax firms wanting an edge are automating their office management with new technologies like scan and fill, onscreen review and markups. This, with the online appointment system and kiosk check-in system are providing clients with a unique brand experience.
This session is designed to cover the myriad of options in new technologies, processes and methods that empower tax practices, letting firms exhibiting a forward thinking, modern approach to their practice.