Tax Season seems to sneak up on us! Here it comes again....are your systems and work processes as efficient as they can be? When firm workflow is top-notch, everyone benefits:
- Partners and associates experience lower stress levels
- All project due dates are available at your fingertips
- You have visibility to stalled projects or bottlenecks, allowing you to reassign work
- Your entire team has instant answers for customers when they call you with a question
- Exchanging documents with clients is paperless and instantaneous
- With better information flow, everyone works at higher capacity
There is still time to improve filing and search for documents, add a document sharing portal, and improve project tracking and work assignments, in time to benefit during tax season. How ready is your firm?
Test your firm’s workflow readiness with Doc.It's Tax Season Readiness checklist.
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