A central system keeps everyone from making up their own.
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.
MORE: SURVEY: 72% of Firms Annotate PDFs | How Long Do You Need That File? | Don’t Underestimate Document Management | Profession Transitions from Windows 7 to 10 | Some Firms Dumping Desktop Computers | Roman Kepczyk: Inside The Quantum of Paperless
Exclusively for PRO Members. Log in here or upgrade to PRO today.
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.