a central system keeps everyone from making up their own.
by roman h. kepczyk
quantum of paperless
the most important aspect of transitioning the firm’s tax process to a digital environment is managing electronic files that are no longer physically viewable in assorted stacks around the office.
more: survey: 72% of firms annotate pdfs | how long do you need that file? | don’t underestimate document management | profession transitions from windows 7 to 10 | some firms dumping desktop computers | roman kepczyk: inside the quantum of paperless
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this requires a digital tax workflow system that lets everyone know the status of every return and easily connects that person to digital copies of the return and the source documents.