Future Forward: Optimizing Tax Form Workflows: Creating Integrated Systems for Modern Tax Practices

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Presenter: Suzanne DeFruscio

Host: Christine Gervais

Topic: Optimizing Tax Form Workflows: Creating Integrated Systems for Modern Tax Practices

This session explores how accounting firms can transform their tax document management processes through efficient form workflows and strategic technology integrations. Discover practical approaches to streamline document handling, reduce manual processing, and create seamless experiences for both practitioners and clients. 

We'll examine implementation strategies across various platforms, case studies from diverse technology solutions, and measurable ROI metrics that matter to tax practice owners. 

Learning Objectives: 

• Identify key bottlenecks in traditional tax document workflows and implement automation solutions to streamline form preparation, delivery, and processing across multiple tax types. 
• Master the integration techniques between core tax software platforms and document management systems to create a unified ecosystem that reduces double-entry and ensures data consistency throughout the tax preparation lifecycle. 
• Develop client-facing digital workflows that improve client experience while meeting compliance requirements for electronic signatures, secure document exchange, and recordkeeping.

Cost: Free