SafeSend®, a market-leading provider of tax workflow automation and client collaboration technology solutions for tax and accounting professionals, reported a record number of engagement letters, 1040 tax organizers, source documents, completed tax returns, … Read More
Paper processes are tedious and inefficient. As a result, tax workflow automation has become an increasingly popular solution for tax and accounting firms. Many of the manual steps traditionally associated with preparing and … Read More
Many tax and accounting firms are investing in software and other tools to optimize their processes. When staffing up for busy season, firms can benefit greatly from having interns who understand the latest … Read More
Anticipating busy season, accounting firms spend time preparing and printing engagement letters and client organizers. Gathering the information and signed documentation required to prepare taxes is an important and necessary step which often … Read More
In the age of technology and e-filing, why is paper still a tax preparation standard in some firms? When systems and procedures have been around forever, it can be hard to embrace change. … Read More
When preparing for the tax year ahead, consider these four factors for a streamlined workflow in your firm. Increase the effectiveness of your staff as well as the satisfaction of your clients.
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