Improve your firm's efficiency, accuracy, and growth by integrating and digitizing your tax workflow
In the past 1-3 years, technology has significantly enhanced firm capabilities, notably reducing hours worked per return and per client, increased client acquisition and retention, and improved staff engagement/morale. By integrating your tax workflow, your firm can streamline its tax processes and unlock new opportunities for client service and revenue growth.
In this white paper, Marc Staut of Boomer Consulting and Hillarie Diaz from Wolters Kluwer will:
- Define the digital tax workflow
- Analyze the benefits of an integrated digital tax workflow
- Guide you through how to digitize and integrate each step of the digital tax workflow
Enhance the client experience
Use this white paper as a guide to help you create a client-focused experience. Integration and automation speed up the tax preparation process, allowing you to deliver accurate results to your clients faster.