Firms seeking to prioritize efficiency, cost-effectiveness, and security will benefit greatly by adopting tax workflow software that provides automation technology, positioning them for success as well as demonstrating their forward-thinking commitment to clients. When … Read More
Firms that focus on providing a great client experience find that in addition to happier clients and staff, their business grows as well. Bolstering the client experience by reinforcing the relationship that is established … Read More
The days get shorter, the nights cooler, and the focus turns to gathering client information for tax and accounting professionals. Tax automation solutions that help firms—and their clients—get tax ready have improved significantly since … Read More
SafeSend Organizers™ automates the tax organizer experience for firms and their clients by creating a fillable document clients can complete and return digitally. Just like sliced bread changed the way sandwiches were made, … Read More
Necessity is the mother of invention. You may have heard this phrase, but there hasn’t been a time in recent history that bred necessity like the pandemic. While the tax and accounting profession … Read More
