Technology for a Growing Firm

The "Tax Technology Action Plan for Growing Firms" outlines five strategic areas where accounting firms can enhance efficiency and client service using modern technology. From reducing administrative tasks to improving staff performance, the guide offers actionable insights for firms preparing for their next busy season.

• Minimize time spent on manual work through workflow automation.
• Use centralized systems to streamline tax return preparation and tracking.
• Boost staff morale with self-service tools and real-time collaboration.
• Enhance client satisfaction with digital services like e-signatures and advisory offerings.
• Utilize support technologies like chatbots and knowledge bases to reduce time on returns.