Optimizing Your Tax Workflow by Going Paperless

As technology evolves, the industry is shifting toward paperless tax workflows that streamline efficiencies and increase productivity. But how do you go from a high-level concept to actual day-to-day implementation? In this session you’ll learn how to:
· Apply the top five best practices that make it easy to go paperless for tax preparation
· Eliminate tedious manual tasks of organizing client source documents and entering tax data
· Save hundreds of hours during tax season with an accurate and secure web-based application that automates data entry and document organization
· Identify key security safeguards to look for when implementing Software-as-a-Service solutions