Five Tips for Smooth Tax Workflow Management

Going paperless: “Best decision I ever made.”

by Mark Pricco
Mark Pricco, CPA, is the owner of X-Tax, a Lansing, MI, tax preparation businesses, and the founder and president of ATOM Software, a tax office management system.

For many CPAs converting to paperless is an exercise in procrastination: “someday.” Well, the growing trend to conversion has made many, including myself, face that “someday.” As a matter of fact, the CPA Tech Savvy Survey of 2010 just cited paperless as the leading technology issues CPAs are most interested in!

After two years of running three offices through a single paperless management software, I am here to say that the process is less painful than anticipated, and has reaped many rewards: more time to be a CPA and less time acting as an office manager, as well as terrific cost and time saving benefits.