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Going Paperless: A Tale of Two Firms

Printer imagePaperless doesn't happen overnight, especially considering tax workflow,  a paper-intensive process that involves people throughout the firm. A successful transition takes planning, dedicated effort and an educated firm. To show the importance of planning and preparation during rollout, we compared the experiences of two real-life firms, providing an excellent comparative case study that highlights disparities in approach and two very different outcomes.

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