White Papers

New! Paperless Tax Workflow Readiness Assessment

We asked nearly 200 randomly-selected firms of all sizes to answer questions on technology infrastructure, workflow, and company culture: three key elements that illustrate a firm’s ability to shift to a paperless process.

A Tale of Two Firms: Identifying the Rules for Rolling Out a Successful Paperless Tax Workflow

By comparing and contrasting the implementation processes of two Northeast firms, five rules to ensure an optimal paperless tax workflow implementation were uncovered.

Automating the Tax Process for Maximum Efficiency – Taking a Phased Approach

Automating the tax process doesn't happen overnight. Learn how transitioning workflow in small chunks enables staff to move through the learning curve at a comfortable pace and minimizes potential interruptions in daily processes. This whitepaper examines the tax workflows of three successful CPA firms – and the various workflow elements that bolster efficiency in each.

10 Questions to Ask When Considering Tax Document Automation

Solutions that automate the organization and indexing of client tax data can provide immediate improvements to productivity and profitability this tax season. The following guide provides 10 simple questions that can be used to help evaluate these solutions and the potential benefits they can provide for your firm.

Protecting Client Data and Maintaining Compliance – 8 Critical Questions to Consider with SaaS Vendors

As the tax and accounting profession continues its transition to SaaS (Software as a Service), client data continues its move outside the walls of firms and into the "cloud." Learn which critical questions you need to consider when adopting a SaaS solution for your practice.

Unlocking the Power of Scanning Tax Documents

Learn how scanning tax documents before preparation can save time, increase productivity, and improve the accuracy of your clients' returns. You'll also learn how to choose a scanner and about solutions that make scanning tax documents as easy as photocopying.

5 Essential Techniques for Preparing Returns Using Scanned Tax Documents

Adobe® Acrobat® Standard provides all of the capabilities needed to prepare and review returns using PDF source documents. Learn the five essential techniques for using Adobe Acrobat to prepare returns using scanned (PDF) tax documents.