The Benefits of a Paperless Tax Workflow
Firms that don’t fully commit to an integrated digital tax workflow solution can find themselves wasting time and leaving clients less than satisfied. It’s inefficient to have some steps that are automated and others that still require shuffling papers. If every part of your tax prep process doesn’t work together, technology can be working against you, not for you.
Learn How to Implement a No-Touch Tax Return Workflow
Download the No Touch Tax Return White Paper
Individual Tax Return Workflow
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1. Obtain
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2. Organize
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3. Prep & Review
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4. Sign & File
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5. Deliver & Store
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6. Invoice & Receive
Business Return Tax Prep Workflow
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1. Obtain
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2. Prepare
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3. Review
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4. Deliver
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5. Store
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6. Invoice
Download the Digital Tax Workflow Brochure
See the complete Wolters Kluwer Digital Tax Workflow, with options for solutions at each step, by downloading the brochure.
A Better Tax Prep Process Begins in the Cloud
Barbara Clausen, CPA, of Clausen & Associates, CPAs explains how true workflow optimization in the cloud eliminates gaps and bottlenecks, not just in her tax return process, but throughout her firm.
More Tax Workflow Solutions
Take Your Firm to the Cloud
Upgrade Your Firm to a Digital Tax Workflow with CCH Axcess
Complete the form below to have a Wolters Kluwer Solutions Consultant contact you about building your own Digital Tax Workflow.