Embracing Integration in Your Tax Workflows

Improve your firm's efficiency, accuracy, and growth by integrating and digitizing your tax workflow.

In the past 1–3 years, technology has significantly enhanced firm capabilities, notably reducing hours worked per return and per client, increasing client acquisition and retention, and improving staff engagement and morale. By integrating your tax workflow, your firm can streamline its tax processes and unlock new opportunities for client service and revenue growth.

In this white paper, Marc Staut of Boomer Consulting and Hillarie Diaz from Wolters Kluwer will:

• Define the digital tax workflow
• Analyze the benefits of an integrated digital tax workflow
• Guide you through how to digitize and integrate each step of the digital tax workflow