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Solving the Biggest Tax Prep Challenge

Tuesday, 12 October 2010
Running a Firm

For years, tax professionals have dealt with a recurring issue during busy season: getting client source documents in a timely manner. You know the drill all too well: Tax organizers are sent to clients, usually in November or December. The information comes back in drips. You start client follow-up calls in March and then call again in April for outstanding source documents. It’s a frustrating and time-consuming process that represents a major challenge.

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