Digital Workflow Systems Make Tax Season Easier

Businessman pressing virtual "automation" buttonEven without a document management system, there are workflow tools available.

By Roman H. Kepczyk
Quantum of Paperless

The most important aspect of transitioning the firm’s tax process to a digital environment is managing electronic files that are no longer physically viewable in assorted stacks around the office.
Learn more

MORE ON TECH SPENDING: Who Decides What to Keep? | Firms Need Document Management Standards | How Smart Accounting Firms Use Intranets to Get Smarter | Unified Messaging Boosts Security | When Is the Last Time You Renegotiated Your Internet Rates? | Remote Access Boosts Productivity, Requires Planning | Get Ahead of Your Software Updates | Ready or Not, Here Comes Windows 10 | Back Up and Check Your Backup | Cloud Computing Can Cost Less | Laptop-Only Workers More Common | Scanners Allow Data Capture at the Source | In PC Monitors, More Is Better

This requires a digital tax workflow system that lets everyone know the status of every return and easily connects that person to digital copies of the return and the source documents.