Can your tax software keep up with rapid changes in the profession?
Having the right tax technology as the foundation for your firm’s tax preparation workflow has never been more important. The last several years have seen an increased pace of change in tax regulations and filing deadlines. Tax professionals are expanding their knowledge about newer areas of tax, such as cryptocurrency
Firms have been challenged to recruit and retain the best talent, including staffing up with extra preparers during the busy tax season. Today’s tax professionals value effective, efficient technology and the ability to work remotely.
Client expectations also evolved. Clients now demand a smoother, more technology-enabled experience with their tax and accounting firm. They value expert insights, convenience, and timely service delivery more than face‑to‑face meetings.
To deal with faster change and overcome resource challenges, tax and accounting firms need technology that automates the tax workflow, saves time, and creates a better client experience. To leverage the greatest value from tax software, it’s essential to consider the needs of your firm, preparers, and clients. Not all tax solutions drive the desired efficiency, data insights, or client experience. Our new e-book, 10 Must-Have Capabilities in Tax Software, outlines the tax software features modern firms need in a cloud tax preparation platform.