Tax and accounting firms have experienced fee pressures and capacity challenges in recent years. As tax compliance has become more complex and busy season has become more challenging, firms need to focus on speed without losing sight of accuracy.

With an integrated, digital tax workflow, firms can automate much of the lower‑value data collection and input tasks that traditionally take up so much time. By freeing up that time, firms can reorient their staffing needs away from data entry and towards more tax expertise. When the tax team achieves peak productivity, plenty of time and focus remain for review and advisory work.

This eBook will examine three top challenges preventing firms from reaching desired staff efficiency and realizations.

• Disorganized data collection
• Too much low‑value data entry
• Lengthy paper‑based processes