{"id":62997,"date":"2019-08-01t12:00:33","date_gmt":"2019-08-01t16:00:33","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=62997"},"modified":"2019-08-03t07:38:03","modified_gmt":"2019-08-03t11:38:03","slug":"digital-tax-workflow-requires-a-system-not-projects","status":"publish","type":"post","link":"\/\/www.g005e.com\/2019\/08\/01\/digital-tax-workflow-requires-a-system-not-projects\/","title":{"rendered":"digital tax workflow requires a system, not projects"},"content":{"rendered":"

\"pixelated<\/a>why the difference matters.
\n<\/strong><\/p>\n

by roman h. kepczyk<\/i>
\nquantum of paperless<\/i><\/a><\/p>\n

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. 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

more: <\/b>who deletes documents and when?<\/a> | using databases for document management<\/a> | survey: firms split on mobile device management<\/a> | need internet? grab your phone<\/a> | survey: im still not common at cpa firms<\/a> | the best defense against malware<\/a>
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under traditional manual tax systems, firms utilized due date tracking databases that identified when a return was due, but not what information was missing, or the preparation, review or extension status, which was often recorded manually on a physical routing sheet.
\n read more →<\/a><\/p>\n