{"id":539,"date":"2006-11-26t18:59:00","date_gmt":"2006-11-26t23:59:00","guid":{"rendered":""},"modified":"-0001-11-30t00:00:00","modified_gmt":"-0001-11-30t05:00:00","slug":"tax-season-strategies-you-cant-ignore","status":"publish","type":"post","link":"\/\/www.g005e.com\/2006\/11\/26\/tax-season-strategies-you-cant-ignore\/","title":{"rendered":"tax season strategies you can\u00e2\u20ac\u2122t ignore"},"content":{"rendered":"
hi-tech drives busy season forecasts.<\/i> by rick telberg<\/b> tax professionals appear to be steering toward the upcoming filing season on course, with the wind at their backs and new technology strategies as their compasses. braced by the lessons of last season, we\u00e2\u20ac\u2122re hearing that more tax offices will be going paperless, cracking down on scheduling and tightening management procedures in 2007.<\/p>\n they are grappling head-on with strategic issues and making new investments. for instance, the strategies that will be getting the most attention from the largest number of practitioners this year will be: our tax mavens also have their share of worries. the top three: but the professionals who are most optimistic and best prepared for the busy season are also more likely to be: predicting a better season this year, harley pottroff of manhattan, kan., has streamlined his firm\u00e2\u20ac\u2122s scanning process, increasing efficiencies.<\/p>\n meanwhile, joe eckelkamp of st. louis is finding that \u00e2\u20ac\u0153electronic document delivery is appealing to many clients.\u00e2\u20ac\u009d but having lost a key member of the team, he\u00e2\u20ac\u2122s bracing for a bumpier ride this season.<\/p>\n at clark schaeffer hackett & co. in springfield, ohio, technology director sharon ballard learned last year that \u00e2\u20ac\u0153having the right people in critical positions and having support from top management\u00e2\u20ac\u009d are essential. this year, her firm will be scanning more source documents up-front as they move toward a totally paperless workflow.<\/p>\n sonny julian in independence, mo., swears this is the year he finally dumps the last of his dos-based software. and with a new time and billing system, he\u00e2\u20ac\u2122s looking forward to a better season.<\/p>\n in lake worth, fla., elisa a. arnetta is going into her second busy season as an independent, with bright hopes. but she\u00e2\u20ac\u2122s not wasting time on tax organizers that clients ignore. instead of stuffing all those envelopes and licking all those stamps, she\u00e2\u20ac\u2122s going to \u00e2\u20ac\u0153provide clients with the choice to get one from me.\u00e2\u20ac\u009d<\/p>\n in general, tax practitioners seem about as ready as they\u00e2\u20ac\u2122ve ever been by this time in the pre-season warm-ups.<\/p>\n weigh anchor and hoist the mainsail. off we go mateys!<\/p>\n [first published by the aicpa]<\/i><\/p>\n","protected":false},"excerpt":{"rendered":" hi-tech drives busy season forecasts. are you keeping up? join the poll; get the instant download. by rick telberg at large tax professionals appear to be steering toward the upcoming filing season on course, with the wind at their backs … continued<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","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":[2254],"tags":[6],"class_list":["post-539","post","type-post","status-publish","format-standard","hentry","category-growth","tag-bsg-business-builder"],"acf":[],"yoast_head":"\n
\nare you keeping up? join the poll; get the instant download.<\/a> <\/b><\/p>\n
\nat large<\/i><\/p>\n
\n— going paperless (i.e. scanning, storage, etc.);
\n— improving client service and communications (i.e. online service and delivery); and
\n— improving efficiencies (i.e. dual monitors, software upgrades, faster web connections).
\n— hi-tech drives busy season forecasts.
\nthe top new investments, so far in our tracking, are:
\n— new tax software (pushed by continuing vendor consolidation);
\n— new printers, scanners and copiers (because going \u00e2\u20ac\u0153paperless\u00e2\u20ac\u009d doesn\u00e2\u20ac\u2122t mean \u00e2\u20ac\u0153paper free\u00e2\u20ac\u009d); and
\n— new laptop or notebook computers (for mobility and work\/life balance).<\/p>\n
\n— client privacy protections;
\n— viruses, spyware and malware; and
\n— catastrophic loss of data.<\/p>\n
\n— integrating and consolidating software applications;
\n— strengthening their marketing strategies; and
\n— adding new security and backup systems.<\/p>\n