{"id":41413,"date":"2015-09-01t05:00:10","date_gmt":"2015-09-01t09:00:10","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=41413"},"modified":"2015-10-07t09:01:33","modified_gmt":"2015-10-07t13:01:33","slug":"digital-workflow-systems-make-tax-season-easier","status":"publish","type":"post","link":"\/\/www.g005e.com\/2015\/09\/01\/digital-workflow-systems-make-tax-season-easier\/","title":{"rendered":"digital workflow systems make tax season easier"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/09\/automationbutton_dollarphotoclub_87239889.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-43274\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/09\/automationbutton_dollarphotoclub_87239889-240x149.jpg\" alt=\"businessman pressing virtual &quot;automation&quot; button\" width=\"240\" height=\"149\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/09\/automationbutton_dollarphotoclub_87239889-240x149.jpg 240w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/09\/automationbutton_dollarphotoclub_87239889.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/09\/automationbutton_dollarphotoclub_87239889.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/09\/automationbutton_dollarphotoclub_87239889-540x336.jpg 540w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/09\/automationbutton_dollarphotoclub_87239889.jpg 1600w\" sizes=\"auto, (max-width: 240px) 100vw, 240px\" \/><\/a>even\u00a0without a document management system, there are workflow tools\u00a0available.<\/strong><\/p>\n<p><i><span style=\"font-weight: 400;\">by roman h. kepczyk<\/span><\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/qop\/\"><i><span style=\"font-weight: 400;\">quantum of paperless<\/span><\/i><\/a><\/p>\n<p>the most important aspect of transitioning the firm\u2019s tax process to a digital environment is managing electronic files that are no longer physically viewable in assorted stacks around the office.<\/p>\n<figure id=\"attachment_40971\" class=\"thumbnail wp-caption alignright\" style=\"width: 150px\"><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/05\/qop-with-star-cvr-2015.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-40971 size-thumbnail\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/05\/qop-with-star-cvr-2015-150x150.jpg\" alt=\"\/\/www.g005e.com\/shop\/qop\/\" width=\"150\" height=\"150\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/05\/qop-with-star-cvr-2015-150x150.jpg 150w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/05\/qop-with-star-cvr-2015.jpg 100w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/05\/qop-with-star-cvr-2015-146x145.jpg 146w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/05\/qop-with-star-cvr-2015.jpg 240w\" sizes=\"auto, (max-width: 150px) 100vw, 150px\" \/><\/a><figcaption class=\"caption wp-caption-text\"><a href=\"\/\/www.g005e.com\/shop\/qop\/\" target=\"_blank\">learn more<\/a><\/figcaption><\/figure>\n<p style=\"padding-left: 30px;\"><b>more on tech spending:<\/b> <a href=\"\/\/www.g005e.com\/2015\/08\/25\/decides-keep\/\"><span style=\"font-weight: 400;\">who decides what to keep?<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/08\/18\/firms-need-document-management-standards\/\"><span style=\"font-weight: 400;\">firms need document management standards<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/08\/04\/intranets-maximize-firm-knowledge\/\"><span style=\"font-weight: 400;\">how smart accounting firms use intranets to get smarter<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/07\/28\/unified-messaging\/\"><span style=\"font-weight: 400;\">unified messaging boosts security<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/07\/07\/enough-internet-bandwidth-crucial\/\"><span style=\"font-weight: 400;\">when is the last time you renegotiated your internet rates?<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/06\/30\/kepczyk-bandwidth\/\"><span style=\"font-weight: 400;\">remote access boosts productivity, requires planning<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/06\/23\/kepczyk-software-updates\/\"><span style=\"font-weight: 400;\">get ahead of your software updates<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/06\/10\/upgrading-windows-step-time\/\"><span style=\"font-weight: 400;\">ready or not, here comes windows 10<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/06\/02\/back-check-backup\/\"><span style=\"font-weight: 400;\">back up and check your backup<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/05\/26\/cloud-computing-can-cost-less\/\"><span style=\"font-weight: 400;\">cloud computing can cost less<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/05\/19\/laptop-workers-common\/\"><span style=\"font-weight: 400;\">laptop-only workers more common<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/05\/12\/scanners-allow-data-capture-source\/\"><span style=\"font-weight: 400;\">scanners allow data capture at the source<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/05\/05\/monitor-real-estate-better\/\"><span style=\"font-weight: 400;\">in pc monitors, more is better<\/span><\/a><\/p>\n<p>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.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2015\/09\/01\/digital-workflow-systems-make-tax-season-easier\/#more-41413\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/09\/automationbutton_dollarphotoclub_87239889.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-43274\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/09\/automationbutton_dollarphotoclub_87239889-240x149.jpg\" alt=\"businessman pressing virtual &quot;automation&quot; button\" width=\"240\" height=\"149\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/09\/automationbutton_dollarphotoclub_87239889-240x149.jpg 240w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/09\/automationbutton_dollarphotoclub_87239889.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/09\/automationbutton_dollarphotoclub_87239889.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/09\/automationbutton_dollarphotoclub_87239889-540x336.jpg 540w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/09\/automationbutton_dollarphotoclub_87239889.jpg 1600w\" sizes=\"auto, (max-width: 240px) 100vw, 240px\" \/><\/a>even\u00a0without a document management system, there are workflow tools\u00a0available.<\/strong><\/p>\n<p><i><span style=\"font-weight: 400;\">by roman h. kepczyk<\/span><\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/qop\/\"><i><span style=\"font-weight: 400;\">quantum of paperless<\/span><\/i><\/a><\/p>\n<p>the most important aspect of transitioning the firm\u2019s tax process to a digital environment is managing electronic files that are no longer physically viewable in assorted stacks around the office.<\/p>\n<figure id=\"attachment_40971\" class=\"thumbnail wp-caption alignright\" style=\"width: 150px\"><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/05\/qop-with-star-cvr-2015.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-40971 size-thumbnail\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/05\/qop-with-star-cvr-2015-150x150.jpg\" alt=\"\/\/www.g005e.com\/shop\/qop\/\" width=\"150\" height=\"150\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/05\/qop-with-star-cvr-2015-150x150.jpg 150w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/05\/qop-with-star-cvr-2015.jpg 100w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/05\/qop-with-star-cvr-2015-146x145.jpg 146w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/05\/qop-with-star-cvr-2015.jpg 240w\" sizes=\"auto, (max-width: 150px) 100vw, 150px\" \/><\/a><figcaption class=\"caption wp-caption-text\"><a href=\"\/\/www.g005e.com\/shop\/qop\/\" target=\"_blank\">learn more<\/a><\/figcaption><\/figure>\n<p style=\"padding-left: 30px;\"><b>more on tech spending:<\/b> <a href=\"\/\/www.g005e.com\/2015\/08\/25\/decides-keep\/\"><span style=\"font-weight: 400;\">who decides what to keep?<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/08\/18\/firms-need-document-management-standards\/\"><span style=\"font-weight: 400;\">firms need document management standards<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/08\/04\/intranets-maximize-firm-knowledge\/\"><span style=\"font-weight: 400;\">how smart accounting firms use intranets to get smarter<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/07\/28\/unified-messaging\/\"><span style=\"font-weight: 400;\">unified messaging boosts security<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/07\/07\/enough-internet-bandwidth-crucial\/\"><span style=\"font-weight: 400;\">when is the last time you renegotiated your internet rates?<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/06\/30\/kepczyk-bandwidth\/\"><span style=\"font-weight: 400;\">remote access boosts productivity, requires planning<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/06\/23\/kepczyk-software-updates\/\"><span style=\"font-weight: 400;\">get ahead of your software updates<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/06\/10\/upgrading-windows-step-time\/\"><span style=\"font-weight: 400;\">ready or not, here comes windows 10<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/06\/02\/back-check-backup\/\"><span style=\"font-weight: 400;\">back up and check your backup<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/05\/26\/cloud-computing-can-cost-less\/\"><span style=\"font-weight: 400;\">cloud computing can cost less<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/05\/19\/laptop-workers-common\/\"><span style=\"font-weight: 400;\">laptop-only workers more common<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/05\/12\/scanners-allow-data-capture-source\/\"><span style=\"font-weight: 400;\">scanners allow data capture at the source<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/05\/05\/monitor-real-estate-better\/\"><span style=\"font-weight: 400;\">in pc monitors, more is better<\/span><\/a><\/p>\n<p>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.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2015\/09\/01\/digital-workflow-systems-make-tax-season-easier\/#more-41413\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"author":1342,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[2303,3120],"tags":[120,629,882],"class_list":["post-41413","post","type-post","status-publish","format-standard","hentry","category-tax-season","category-pro-member-exclusive","tag-tech","tag-technology","tag-workflow","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v24.0 - 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