Best Practices for Paperless Tax Workflow

The term "paperless workflow" has been buzzword in the profession for some time; yet firms that have adopted a true paperless system are still the minority. The percentage implementing basic workflow enhancements, such as scanning and on-screen review (via dual monitors), is progressing steadily. However, adoption rates of advanced paperless technologies, such as client portals, tax document automation solutions, and document management systems, are still relatively low.


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