Paperless Tax Workflow

Six Best Practices

Steven Ladd

Streamlining workflow is a constantly neglected to-do item for many CPA firms, especially as client demands increase and new regulations continue to come down the pike. With all that is involved, the complexity of the average firm's tax workflow can seem overwhelming. Throw in the ongoing shortage of professional staff with the pressures of tax season deadlines, and it's easy to understand why firms continue to prepare returns using old ways that have worked for them in the past. Nevertheless, time is money, which is why accountants are always searching for ways to improve efficiency in their firms. The six best practices described below are key steps that will ease the transition to a paperless tax workflow.