survey: 53% of firms deliver tax returns digitally
up from 39% in 2015.
does your firm primarily deliver tax returns in a digital format?
if so, what tools does your firm utilize? read more →
here’s what you’re looking for: roman h. kepczyk
telling clients: go digital, or just go
no more thumb drives, no more faxes.
by roman h. kepczyk
quantum of paperless
one of the most critical steps in transitioning a firm to a “paperless” environment is capturing information in a digital format at its “root” source as that information enters the firm.
more: optimize scanning procedures | why a digital tax workflow system is vital | survey: cpa firms split on ocr for tax scanning | hotspots the answer for field access | proactively manage application updates | offsite backup is critical | scanners capture documents at the source | two tech trends to watch
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at the base level, this means having clients provide you information in a digital format, which can be done via email, digital fax or through a portal rather than with a physical document. while email is currently the most prevalent tool utilized by clients, it is anticipated the security concerns will help clients transition toward portals.
read more →
optimize scanning procedures
first front-end scanning, then ocr.
by roman h. kepczyk
quantum of paperless
for the next few years it is anticipated that accounting firm clients will deliver the majority of their organizers and supporting tax documents to the firm in a physical format.
more: why a digital tax workflow system is vital | survey: 72% of firms annotate pdfs | survey: 67% turn client documents into pdfs | how 53% of firms use intranets to work smarter | check your bandwidth | microsoft office 201x vs. office 365 | how the cloud plays into scheduled server replacement | monitor real estate: more is better
to utilize this information in a paperless environment, it must be effectively scanned and managed at the lowest possible cost. early paperless adopters scanned the tax return and the supporting documents at the back end of the process when a return was complete.
read more →
why a digital tax workflow system is vital
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
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.
read more →
survey: 72% of firms annotate pdfs
a new question for the annual survey.
does your firm utilize a digital annotation tool when working on adobe/pdf files?
if yes, what tool does your firm utilize?