Register for a FREE Webinar on Improving Your Tax Workflow
A Top 50 firm saved an average of 22 minutes per return with 25 source documents and saved an average of 52 minutes per return with 100 source documents after implementing the workflow presented in this session.
Please join AGN and CCH, a Wolters Kluwer business, on December 14th 2011 at 3PM Eastern time for a 60 minute session that will illustrate how Best in Process software and workflow tools will allow your firm to become even more competitive in your marketplace.
You'll learn how to:
- Streamline your fieldwork, and more efficiently collect source documents from clients.
- Organize your source documents into a bookmarked PDF within minutes without the use of your busy tax staff — even with clients waiting in your office.
- Populate your 1040 tax return with the most common government source documents by utilizing a simple wizard — again without the involvement of your tax staff
- Complete and review the populated return digitally, utilizing the bookmarked source document PDF, an accountant-designed Acrobat plug-in for adding items such as electronic connectors and calculator tapes to the PDF, and the digital review tools such as three colors of tick marks in the tax solution.
- Research your tax positions directly from the specific tax return line without leaving the tax return and save the results in a digital note.
- Employ the same robust tax calculation power and accuracy used by more than two-thirds of the Top 100 firms in the country, either in-house or web-based for flexibility in use and deployment.
- Electronically file the returns and send a PDF copy of the returns securely to your clients without ever leaving the tax solution.
Sign-up today by emailing Rita Hood at rhood@agn.org for an invitation and discover how using the right tools to improve your digital tax workflow can help your firm become even more competitive in the marketplace. You will receive links to participate after you have contacted Rita.
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