The Benefits of a Paperless Tax Workflow
Debra Zarzycki discusses The Bonadio Group's digital tax workflow.
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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. 

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End-to-End Tax Return Automation

  • 1. Obtain
  • 2. Organize
  • 3. Prep & Review
  • 4. Sign & File
  • 5. Deliver & Store
  • 6. Invoice & Receive
Automated Business Tax Return Workflows
Manage Complexity and Add Value for Clients 
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See the complete Wolters Kluwer digital tax workflow, with options for solutions at each step. 
Productivity Tools
Clausen & Associates
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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. 

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