A 5-step worksheet to evaluate your tax workflow

Whether your busy season was good or bad, there’s always room for improvement. Evaluate how your firm is performing in these five key areas to get started on your technology planning for next year.

• Reduce time spent on administrative tasks
• Automate the tax preparation workflow
• Improve staff performance with streamlined reviews
• Deliver premium client service
• Get more out of your technology

Download this checklist to evaluate how your firm is performing in these key areas.