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Reflecting on tax season: How to make changes for next year

ThomsonReuters

Manage your data effectively Tax and accounting professionals handle massive amounts of financial data and managing it efficiently is crucial for accuracy and compliance. Manual data entry and disjointed systems create bottlenecks that can slow down tax preparation and increase the risk of errors.

Tax
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How to efficiently file individual income tax returns: A workflow guide for accounting firms

ThomsonReuters

Filing individual income tax returns can be a complex process, but with the right workflow, professional tax preparers and accounting firms can streamline the experience for both clients and staff. Harnessing technology for individual income tax return filing can transform the efficiency of accounting firms.

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Three ways to ignite productivity and morale at your firm

ThomsonReuters

In addition to reducing manual tasks, automation opens the door to direct collaboration with clients, including the ability to share data and documents directly via private accounts, automatically extract data from client source documents, or easily transfer account balances from integrated business tax preparation software.