Brought to you by
docit

Doc.It provides document management and web portals.

Save content
Have you found this content useful? Use the button above to save it to your profile.

Tax Season Readiness: Workflow Checklist

19th Oct 2018
Brought to you by
docit

Doc.It provides document management and web portals.

Save content
Have you found this content useful? Use the button above to save it to your profile.

Tax Season Readiness

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.

Tags: