{"id":80445,"date":"2021-01-04t12:00:41","date_gmt":"2021-01-04t17:00:41","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=80445"},"modified":"2021-03-02t20:37:44","modified_gmt":"2021-03-03t01:37:44","slug":"why-you-want-a-digital-tax-workflow-system","status":"publish","type":"post","link":"\/\/www.g005e.com\/2021\/01\/04\/why-you-want-a-digital-tax-workflow-system\/","title":{"rendered":"why you want a digital tax workflow system"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/digitalworkflow_adobestock_112910166.jpeg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-52100\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/digitalworkflow_adobestock_112910166-424x318.jpeg\" alt=\"pixelated blue text &quot;workflow&quot; on binary code background\" width=\"424\" height=\"318\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/digitalworkflow_adobestock_112910166-424x318.jpeg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/digitalworkflow_adobestock_112910166.jpeg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/digitalworkflow_adobestock_112910166.jpeg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/digitalworkflow_adobestock_112910166.jpeg 648w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a>workflow fails when admins are the only ones updating status.<\/strong><\/p>\n<p><i>by roman h. kepczyk<\/i><\/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. 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<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2020\/12\/28\/retaining-documents-how-long-and-who-decides\/\">retaining documents: how long and who decides?<\/a> | <a href=\"\/\/www.g005e.com\/2020\/11\/30\/the-4-buckets-of-firm-knowledge\/\">the 4 buckets of firm knowledge<\/a> | <a href=\"\/\/www.g005e.com\/2020\/11\/09\/do-you-have-enough-internet-bandwidth\/\">internet bandwidth: how much is enough?<\/a> | <a href=\"\/\/www.g005e.com\/2020\/09\/28\/why-you-need-windows-10-with-automatic-updates\/\">why you need windows 10 with automatic updates<\/a> | <a href=\"\/\/www.g005e.com\/2020\/09\/07\/laptops-vs-desktops\/\">laptops vs. desktops<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2021\/01\/04\/why-you-want-a-digital-tax-workflow-system\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>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.<br \/>\n <a href=\"\/\/www.g005e.com\/2021\/01\/04\/why-you-want-a-digital-tax-workflow-system\/#more-80445\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2021%2f01%2f04%2fwhy-you-want-a-digital-tax-workflow-system%2f&amp;t=why+you+want+a+digital+tax+workflow+system'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  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linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2021%2f01%2f04%2fwhy-you-want-a-digital-tax-workflow-system%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20why%20you%20want%20a%20digital%20tax%20workflow%20system&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2021\/01\/04\/why-you-want-a-digital-tax-workflow-system\/\" title=\"email this: why you want a digital tax workflow system \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/digitalworkflow_adobestock_112910166.jpeg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-52100\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/digitalworkflow_adobestock_112910166-424x318.jpeg\" alt=\"pixelated blue text &quot;workflow&quot; on binary code background\" width=\"424\" height=\"318\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/digitalworkflow_adobestock_112910166-424x318.jpeg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/digitalworkflow_adobestock_112910166.jpeg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/digitalworkflow_adobestock_112910166.jpeg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/06\/digitalworkflow_adobestock_112910166.jpeg 648w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a>workflow fails when admins are the only ones updating status.<\/strong><\/p>\n<p><i>by roman h. kepczyk<\/i><\/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. 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<blockquote>\n<p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2020\/12\/28\/retaining-documents-how-long-and-who-decides\/\">retaining documents: how long and who decides?<\/a> | <a href=\"\/\/www.g005e.com\/2020\/11\/30\/the-4-buckets-of-firm-knowledge\/\">the 4 buckets of firm knowledge<\/a> | <a href=\"\/\/www.g005e.com\/2020\/11\/09\/do-you-have-enough-internet-bandwidth\/\">internet bandwidth: how much is enough?<\/a> | <a href=\"\/\/www.g005e.com\/2020\/09\/28\/why-you-need-windows-10-with-automatic-updates\/\">why you need windows 10 with automatic updates<\/a> | <a href=\"\/\/www.g005e.com\/2020\/09\/07\/laptops-vs-desktops\/\">laptops vs. desktops<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2021\/01\/04\/why-you-want-a-digital-tax-workflow-system\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>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.<br \/>\n <a href=\"\/\/www.g005e.com\/2021\/01\/04\/why-you-want-a-digital-tax-workflow-system\/#more-80445\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2021%2f01%2f04%2fwhy-you-want-a-digital-tax-workflow-system%2f&amp;t=why+you+want+a+digital+tax+workflow+system'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2021%2f01%2f04%2fwhy-you-want-a-digital-tax-workflow-system%2f&amp;title=why+you+want+a+digital+tax+workflow+system&amp;summary=workflow+fails+when+admins+are+the+only+ones+updating+status.%0d%0a%0d%0aby+roman+h.+kepczyk%0d%0a%0d%0athe+most+important+aspect+of+transitioning+the+firm%e2%80%99s+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+workf'  ><img  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no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li>\n<li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20why%20you%20want%20a%20digital%20tax%20workflow%20system&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2021\/01\/04\/why-you-want-a-digital-tax-workflow-system\/\" title=\"email this: why you want a digital tax workflow system \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":1342,"featured_media":59128,"comment_status":"closed","ping_status":"closed","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":[1363,3120,3002,2306],"tags":[120,629],"class_list":["post-80445","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-featured","category-pro-member-exclusive","category-special","category-tech-and-fintech","tag-tech","tag-technology","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>why you want a digital tax workflow system - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2021\/01\/04\/why-you-want-a-digital-tax-workflow-system\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"why you want a digital tax workflow system - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2021\/01\/04\/why-you-want-a-digital-tax-workflow-system\/\" \/>\n<meta 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