How to build a workflow to maximise your tax season capacity

Improving tax season processes starts with streamlining workflows. With legislation and technology changing the accountancy profession, now is the perfect time to structure practice workflows accordingly.

With this in mind, this guide has been created to act as a starting point for owners, partners or managers looking to energise their firm and optimise their practice workflow ahead of the upcoming tax season and beyond. 

By finding inefficiencies and improving workflows alongside the rest of your team, you will be placing your firm in an advantageous position to face all the challenges of the digital age.

Start optimising your practice workflow using our new guide, in association with TaxCalc. 

You'll learn:

• Why workflow is becoming more important for firms
• How to get started and build a framework for your workflow
• Steps to implementation
• How to make it work and create continuous improvements