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.

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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.