Julie Bonness, Chief Realization Officer of TaxExact
TaxExact, Inc., the company that launched a cloud-based 1040 review tool earlier this year, announces Julie Bonness as Chief Realization Officer.
Julie brings over 28 years of sales and client-focused leadership to TaxExactTM, most recently with Wolters Kluwer Tax & Accounting. According to Founder and CEO, Pat Roberts, “Julie’s passion for empowering public accounting firms with technology that positively impacts a firm’s realization makes her an excellent addition to the TaxExactTM executive team. We are thrilled to welcome her on board.”
“I took a professional sabbatical for the month of June with the goal of finding a meaningful, exciting opportunity with a disruptive technology company,” says Bonness. TaxExactTM is dedicated to transforming the tax return review process, which is the part of tax preparation that has remain untouched by technology for decades. As firms navigate the shift from compliance to advisory services, partners need to be able to focus their time on adding value to client relationships. I am thrilled for the opportunity to help firms improve realization with processes and tools that accelerate their advisory services business.”
For more information, visit TaxExact | The Tax Verification Tool for Accountants.