Preparing for a Paperless Tax Season

By Kenneth McCall
December 2006
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Steps to Take Now
There are more tools available today than ever before to take your firm towards paperless tax preparation. From automated and intelligent scanning of documents as they arrive, to controlling work as it flows through the office to the delivery and archiving of the system outputs, the tax preparation process is ripe for automation.

The key to making the transition is to understand how your work is being done today (document the process), analyze it for potential improvements using the tools described, and revise the process accordingly. Then, document the new process, train your staff, and enforce the new standards.

Form a task force of knowledgeable Partners, Managers, Tax Staff and Administrative Staff. Have them conduct the analysis described above. If new software tools are part of your plan make the selection now and get them in place by the end of the year. Paperless tax processing is here today in firms all over the country. Decide now to join them!

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