Monday, September 21st, 2020

Tax Document Automation

“Automation applied to an inefficient operation will magnify the inefficiency.” – Bill Gates.

In his August 2020 column for CPA Practice Advisor, Randy Johnston gives you valuable information about automating your tax documents.

Many advisors seem to recommend the same tax automation strategies no matter what the size of your firm. Johnston suggests that one size does not fit all.

Did you have to send your administrative team into the office to scan documents so the staff could work remotely? This happened at many firms and put the admin team at risk for COVID.

In the article Johnston covers:

  • What is the right tax document automation?
  • What tools are most effective, provide the highest ROI, or are easy to miss?
  • Decide the right thing for you, your firm, and your clients.

Capitalize on Johnston’s helpful guidance by reading the article here.

  • "The robots of the cartoons and movies from the 1970s are going to be the reality of the 2020s"
  • Alec Ross

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