Proper Workflow Necessary for Efficiency

Jay KimelmanHow-To, Onboarding, Practice Management, Tax, WorkFlow

Tax Preparation WorkFlow Roundtable

 

This video is the result of recent thread regarding workflow on Accountants, Bookkeepers and Business Owners , a collaborative Facebook group with over 6000 members.

 

One of the members posted a question about workflow for her growing tax practice that generated a lot of interest and prompted us to set up the roundtable.  Best practices and tools were shared, as well as some upcoming new and enhanced tools as well.  The conversation covered many topics from engagement letters, fee collection, document retrieval and storage and e-signatures.

Tools that were mentioned and recommended were:

Practice Ignition Practice IQ
Xero Workpapers Intuit Link
Xero Practice Manager 1040 Bridge
Pascal Workflow Box.com
Sharefile Docusign
Right Signature Vanco

As pointed out in the roundtable, a number of these tools are new or evolving, so another roundtable will be needed in the near future.

We are certified in a number of the apps listed above.  Want to explore building the perfect client engagement and on-boarding process for your firm?  Book a free consultation

-thedigitalCPA