{"id":89966,"date":"2021-12-08t00:20:08","date_gmt":"2021-12-08t05:20:08","guid":{"rendered":"\/\/www.g005e.com\/?p=89966"},"modified":"2023-05-26t23:16:08","modified_gmt":"2023-05-27t03:16:08","slug":"tax-tech-automation","status":"publish","type":"post","link":"\/\/www.g005e.com\/2021\/12\/08\/tax-tech-automation\/","title":{"rendered":"automate tax season with apps you already use"},"content":{"rendered":"<p><strong>make automation take the load off this busy season.<\/strong><\/p>\n<p><em>by donny shimamoto<br \/>\n<a href=\"https:\/\/improvetheworld.net\/\">center for accounting transformation<\/a><\/em><\/p>\n<p>between tax law changes and the pandemic, the last two busy seasons have been a bear for tax preparers to deal with.<\/p>\n<blockquote><p>related: <a href=\"\/\/www.g005e.com\/2021\/02\/08\/do-you-have-the-accountant-superpower-of-insightful-storytelling\/\">discover your accountant superpowers<\/a> | <a href=\"\/\/www.g005e.com\/2021\/02\/05\/what-auditors-know-about-amazon-product-ratings\/\">what auditors know about amazon product ratings<\/a> |\u00a0<a href=\"\/\/www.g005e.com\/2020\/08\/28\/non-cpa\/\">non-cpa \u201ccpa\u201d firms? really?<\/a> |<\/p><\/blockquote>\n<p>while there is still some volatility and uncertainty around what the next busy season will look like, tax preparers should consider the following technology-related initiatives now so they can proactively equip their firms for the coming busy season. this should enable staff to have more work-life balance during the busy season and increase the firm\u2019s ability to recruit and retain talent.<\/p>\n<p><!--more--><strong>tax return automation technologies<\/strong><\/p>\n<p>technologies to help reduce the manual work associated with tax return preparation are mature and have been around for years now. the diagram below shows a standardized tax return workflow .<\/p>\n<figure id=\"attachment_89967\" class=\"thumbnail wp-caption aligncenter\" style=\"width: 856px\"><a href=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/10\/shimamoto-standard-tax-return-worklow.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-89967\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/10\/shimamoto-standard-tax-return-worklow.png\" alt=\"\" width=\"856\" height=\"444\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/10\/shimamoto-standard-tax-return-worklow.png 1248w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/10\/shimamoto-standard-tax-return-worklow-300x156.png 300w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/10\/shimamoto-standard-tax-return-worklow-600x312.png 600w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/10\/shimamoto-standard-tax-return-worklow-424x220.png 424w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/10\/shimamoto-standard-tax-return-worklow-849x441.png 849w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/10\/shimamoto-standard-tax-return-worklow-768x399.png 768w\" sizes=\"auto, (max-width: 856px) 100vw, 856px\" \/><\/a><figcaption class=\"caption wp-caption-text\"><strong><em>figure 1<\/em> <\/strong>&#8211; standardized tax return workflow, via intraprise blueprint\u00ae for tax return services (click to enlarge)<\/figcaption><\/figure>\n<p>&nbsp;<\/p>\n<p>there are technologies that support various aspects of this workflow. each type of technology, the process(es) that it supports, and key benefits are described below.<\/p>\n<h3>electronic signature<\/h3>\n<p>with the covid-19 variants continuing to make people leery about meeting in person, these technologies allow you to obtain a legally binding signature on engagement letters and other documents without having to meet in person, print, scan, or fax documents. note that the irs requires that you use knowledge-based authentication (kba) if obtaining a signature on form 8879. some electronic signature platforms also allow you to collect payment via credit card or ach, so if you use it to get a client\u2019s signature on your engagement letter, you could also collect a retainer or payment at the same time.<\/p>\n<ul>\n<li>you have three options for electronic signatures:<\/li>\n<\/ul>\n<p style=\"padding-left: 80px;\">(1) most of the major tax return software have modules that handle electronic signatures, including<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>cch,<\/li>\n<li>drake,<\/li>\n<li>gosystem,<\/li>\n<li>lacerte,<\/li>\n<li>proconnect, and<\/li>\n<li>ultratax;<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p style=\"padding-left: 80px;\">(2) use a client portal that includes an electronic signature module like<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>canopy,<\/li>\n<li>taxdome,<\/li>\n<li>tax caddy,<\/li>\n<li>safesend, or<\/li>\n<li>smartvault;<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p style=\"padding-left: 80px;\">or<\/p>\n<p style=\"padding-left: 80px;\">(3) use a generic electronic signature platform like<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>adobe sign,<\/li>\n<li>docusign, or<\/li>\n<li>rightsignature.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3 style=\"padding-left: 40px;\">client portals<\/h3>\n<p>another reason to use a client portal over a standalone electronic signature platform or module is those client portals also facilitate the exchange of messages and documents between clients and your firm. because standard email is unsecured and can be the cause of a data breach if clients email you their tax documents containing their social security numbers and bank account numbers, it\u2019s better to have clients upload documents to you via a secure web portal or mobile app. this reduces privacy risk to both the client and to your firm.<\/p>\n<ul>\n<li>there are several products in this space that support not just tax but other service lines.<\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>these products include\n<ul>\n<li>avii,<\/li>\n<li>cch (axcess) portal,<\/li>\n<li>drake portal, intuit link,<\/li>\n<li>netclient cs,<\/li>\n<li>onvio,<\/li>\n<li>sharefile, and<\/li>\n<li>smartvault.<\/li>\n<\/ul>\n<\/li>\n<li>portals that are more tax-centric include\n<ul>\n<li>canopy,<\/li>\n<li>clarity practice management,<\/li>\n<li>taxdome, and<\/li>\n<li>tax caddy.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3>zero data entry<\/h3>\n<p>once you\u2019ve obtained the documents from your clients, you need to get that data into your tax software. zero data entry tools scan the documents and extract the relevant data. they then either directly input it into your tax software or provide an export file that can be imported into your tax software.<\/p>\n<p>the bottom line is that you spend less time doing manual data entry and can focus on the actual return preparation.<\/p>\n<ul>\n<li>some tax software solutions have integrated modules, including\n<ul>\n<li>cch scan &amp; autoflow,<\/li>\n<li>intuit tax scan and\u00a0import (lacerte &amp; proseries), and<\/li>\n<li>ultratax.<\/li>\n<\/ul>\n<\/li>\n<li>another option is to utilize a separate software product like\n<ul>\n<li>gruntworx or<\/li>\n<li>sureprep (1040scan and tax caddy).<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p style=\"padding-left: 40px;\">with sureprep you can also utilize their verify service to have their staff validate that the software read the document correctly rather than having to verify it yourself.<\/p>\n<h3>workflow management<\/h3>\n<p>workflow management software provides you with visibility into the work being done by your teams. it can help you keep track of due dates, which returns are ready to be prepared, whose \u201cdesk\u201d a return is sitting on, and targeted completion dates for work in progress. using the data from these systems can also help you to manage staff schedules and assignments, identify bottlenecks, and analyze your team\u2019s ability to deliver returns on time and under budget.<\/p>\n<ul>\n<li>some workflow software like<\/li>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>avii,<\/li>\n<li>cch axcess workstream,<\/li>\n<li>onvio, and<\/li>\n<li>xcm<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p style=\"padding-left: 40px;\">are designed specifically for accounting firms and can also support audit and client accounting assignments.<\/p>\n<ul>\n<li>others like<\/li>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>canopy,<\/li>\n<li>clarity practice management and<\/li>\n<li>taxdome<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p style=\"padding-left: 40px;\">are specific to tax.<\/p>\n<ul>\n<li>you could also use generic project management software like<\/li>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>asana,<\/li>\n<li>keyedin, or<\/li>\n<li>teamwork.<\/li>\n<\/ul>\n<\/li>\n<li>there are also workflow products that were originally designed primarily for bookkeeping services that can be adapted for tax services too, like<\/li>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>jetpack workflow and<\/li>\n<li>karbon.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3>bridge gaps with robotic process automation (rpa)<\/h3>\n<p>there are many repetitive and structured tasks that the above software and tax software still haven\u2019t automated. for these cases, you can use a virtual robot created using rpa software to bridge these gaps.<\/p>\n<p>some examples of ways i\u2019ve seen tax firms use rpa include:<\/p>\n<ul>\n<li>save signed engagement letters to a client folder;<\/li>\n<li>save emailed documents to a client folder;<\/li>\n<li>print completed returns to pdf and\n<ul>\n<li>(1) upload to a client portal,<\/li>\n<li>(2) save to client folder, and<\/li>\n<li>(3) print if the client comes to the office to sign; and<\/li>\n<\/ul>\n<\/li>\n<li>check if e-filed returns were accepted. if the answer is yes, the return is marked as accepted or, if not, the responsible staff will be alerted<\/li>\n<\/ul>\n<p>using rpa does require a little bit of additional training, but there are products like electroneek and help desk systems automate that don\u2019t require any it training to utilize. think of these as sort of like creating a macro in excel.<\/p>\n<p>if you\u2019re tech-savvy or have an employee that knows some basic programming, then<\/p>\n<ul>\n<li>microsoft power automate (the desktop version is free for office 365 users) and<\/li>\n<li>uipath<\/li>\n<\/ul>\n<p>are good options, too.<\/p>\n<h3>take action now to make the 2022 tax season less busy<\/h3>\n<p>the key to ensuring the 2022 tax season is less crazy is to start looking at these technologies today. take time now to see how the technology works, or potentially even try out different products to see which one is the best fit for your firm.<\/p>\n<p>then you have will time to figure out how to incorporate these technologies into your tax return preparation processes and train your staff on the new procedures and technology before the tax season starts.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter  wp-image-91699\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/12\/shikamoto-top-tech-2021.png\" alt=\"\/\/www.g005e.com\/2021\/12\/08\/tax-tech-automation\/\" width=\"250\" height=\"87\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/12\/shikamoto-top-tech-2021.png 1600w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/12\/shikamoto-top-tech-2021-300x104.png 300w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/12\/shikamoto-top-tech-2021-600x209.png 600w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/12\/shikamoto-top-tech-2021-424x148.png 424w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/12\/shikamoto-top-tech-2021-849x296.png 849w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/12\/shikamoto-top-tech-2021-768x267.png 768w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/12\/shikamoto-top-tech-2021-1536x535.png 1536w\" sizes=\"auto, (max-width: 250px) 100vw, 250px\" \/><br \/>\n<strong>take the load off busy season with bult-in automation. <\/strong><br \/>\n<em>by donny shimamoto<br \/>\n<a href=\"https:\/\/improvetheworld.net\/\">center for accounting transformation<\/a><\/em\n<\/p>\n","protected":false},"author":1382,"featured_media":79390,"comment_status":"open","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":[2327,3120,3002,1906,2246,2306],"tags":[],"class_list":["post-89966","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-innovation","category-pro-member-exclusive","category-special","category-tax-practice","category-busy-season","category-tech-and-fintech"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v24.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>automate tax season with apps you already use - 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\/12\/08\/tax-tech-automation\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"automate tax season with apps you already use - 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\/12\/08\/tax-tech-automation\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/cpatrendlines\" \/>\n<meta property=\"article:author\" content=\"https:\/\/www.facebook.com\/donnyitk\/\" \/>\n<meta property=\"article:published_time\" content=\"2021-12-08t05:20:08+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-05-27t03:16:08+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/09\/donny-shimamoto-2020-larger.png\" \/>\n\t<meta property=\"og:image:width\" content=\"320\" \/>\n\t<meta property=\"og:image:height\" content=\"400\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"donny shimamoto\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@cpa_trendlines\" \/>\n<meta name=\"twitter:site\" content=\"@cpa_trendlines\" \/>\n<meta name=\"twitter:label1\" content=\"written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"donny shimamoto\" \/>\n\t<meta name=\"twitter:label2\" content=\"est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"article\",\"@id\":\"\/\/www.g005e.com\/2021\/12\/08\/tax-tech-automation\/#article\",\"ispartof\":{\"@id\":\"\/\/www.g005e.com\/2021\/12\/08\/tax-tech-automation\/\"},\"author\":{\"name\":\"donny shimamoto\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/9c1852e4cca93231de8e24626f145aff\"},\"headline\":\"automate tax season with apps you already use\",\"datepublished\":\"2021-12-08t05:20:08+00:00\",\"datemodified\":\"2023-05-27t03:16:08+00:00\",\"mainentityofpage\":{\"@id\":\"\/\/www.g005e.com\/2021\/12\/08\/tax-tech-automation\/\"},\"wordcount\":1096,\"commentcount\":2,\"publisher\":{\"@id\":\"\/\/www.g005e.com\/#organization\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/2021\/12\/08\/tax-tech-automation\/#primaryimage\"},\"thumbnailurl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/09\/donny-shimamoto-2020-larger.png\",\"articlesection\":[\"innovation &amp; change management\",\"pro member exclusive\",\"special\",\"tax practice\",\"tax season\",\"tech and fintech\"],\"inlanguage\":\"en-us\",\"potentialaction\":[{\"@type\":\"commentaction\",\"name\":\"comment\",\"target\":[\"\/\/www.g005e.com\/2021\/12\/08\/tax-tech-automation\/#respond\"]}]},{\"@type\":\"webpage\",\"@id\":\"\/\/www.g005e.com\/2021\/12\/08\/tax-tech-automation\/\",\"url\":\"\/\/www.g005e.com\/2021\/12\/08\/tax-tech-automation\/\",\"name\":\"automate tax season with apps you already use - 卡塔尔世界杯常规比赛时间\",\"ispartof\":{\"@id\":\"\/\/www.g005e.com\/#website\"},\"primaryimageofpage\":{\"@id\":\"\/\/www.g005e.com\/2021\/12\/08\/tax-tech-automation\/#primaryimage\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/2021\/12\/08\/tax-tech-automation\/#primaryimage\"},\"thumbnailurl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/09\/donny-shimamoto-2020-larger.png\",\"datepublished\":\"2021-12-08t05:20:08+00:00\",\"datemodified\":\"2023-05-27t03:16:08+00:00\",\"description\":\"actionable intelligence for tax, accounting, and financial professionals\",\"breadcrumb\":{\"@id\":\"\/\/www.g005e.com\/2021\/12\/08\/tax-tech-automation\/#breadcrumb\"},\"inlanguage\":\"en-us\",\"potentialaction\":[{\"@type\":\"readaction\",\"target\":[\"\/\/www.g005e.com\/2021\/12\/08\/tax-tech-automation\/\"]}]},{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/2021\/12\/08\/tax-tech-automation\/#primaryimage\",\"url\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/09\/donny-shimamoto-2020-larger.png\",\"contenturl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/09\/donny-shimamoto-2020-larger.png\",\"width\":320,\"height\":400},{\"@type\":\"breadcrumblist\",\"@id\":\"\/\/www.g005e.com\/2021\/12\/08\/tax-tech-automation\/#breadcrumb\",\"itemlistelement\":[{\"@type\":\"listitem\",\"position\":1,\"name\":\"home\",\"item\":\"\/\/www.g005e.com\/\"},{\"@type\":\"listitem\",\"position\":2,\"name\":\"tax practice\",\"item\":\"\/\/www.g005e.com\/category\/tax-practice\/\"},{\"@type\":\"listitem\",\"position\":3,\"name\":\"automate tax season with apps you already use\"}]},{\"@type\":\"website\",\"@id\":\"\/\/www.g005e.com\/#website\",\"url\":\"\/\/www.g005e.com\/\",\"name\":\"卡塔尔世界杯常规比赛时间\",\"description\":\"actionable intelligence for the tax, accounting and finance community\",\"publisher\":{\"@id\":\"\/\/www.g005e.com\/#organization\"},\"potentialaction\":[{\"@type\":\"searchaction\",\"target\":{\"@type\":\"entrypoint\",\"urltemplate\":\"\/\/www.g005e.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"propertyvaluespecification\",\"valuerequired\":true,\"valuename\":\"search_term_string\"}}],\"inlanguage\":\"en-us\"},{\"@type\":\"organization\",\"@id\":\"\/\/www.g005e.com\/#organization\",\"name\":\"卡塔尔世界杯常规比赛时间 research\",\"alternatename\":\"cpatrendlines\",\"url\":\"\/\/www.g005e.com\/\",\"logo\":{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg\",\"contenturl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg\",\"width\":1600,\"height\":350,\"caption\":\"卡塔尔世界杯常规比赛时间 research\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/#\/schema\/logo\/image\/\"},\"sameas\":[\"https:\/\/www.facebook.com\/cpatrendlines\",\"https:\/\/x.com\/cpa_trendlines\",\"https:\/\/www.linkedin.com\/groups\/115382\/\",\"https:\/\/www.youtube.com\/cpatrendlines\"]},{\"@type\":\"person\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/9c1852e4cca93231de8e24626f145aff\",\"name\":\"donny shimamoto\",\"image\":{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/09\/donny-shimamoto-2020-larger-96x96.png\",\"contenturl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/09\/donny-shimamoto-2020-larger-96x96.png\",\"caption\":\"donny shimamoto\"},\"description\":\"donny c. shimamoto, cpa.citp, cgma, is the founder and managing director of intraprisetechknowlogies llc, a specialized cpa firm dedicated to helping small businesses and middle market organizations leverage strategic technologies, proactively manage their business and technical risks, and enable balanced organizational growth and development.\",\"sameas\":[\"http:\/\/intraprisetechknowlogies.com\",\"https:\/\/www.facebook.com\/donnyitk\/\",\"https:\/\/www.linkedin.com\/in\/donnyitk\/\"],\"url\":\"\/\/www.g005e.com\/author\/donny-shimamoto\/\"}]}<\/script>\n<!-- \/ yoast seo plugin. -->","yoast_head_json":{"title":"automate tax season with apps you already use - 卡塔尔世界杯常规比赛时间","description":"actionable intelligence for tax, accounting, and financial professionals","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"\/\/www.g005e.com\/2021\/12\/08\/tax-tech-automation\/","og_locale":"en_us","og_type":"article","og_title":"automate tax season with apps you already use - 卡塔尔世界杯常规比赛时间","og_description":"actionable intelligence for tax, accounting, and financial professionals","og_url":"\/\/www.g005e.com\/2021\/12\/08\/tax-tech-automation\/","og_site_name":"卡塔尔世界杯常规比赛时间","article_publisher":"https:\/\/www.facebook.com\/cpatrendlines","article_author":"https:\/\/www.facebook.com\/donnyitk\/","article_published_time":"2021-12-08t05:20:08+00:00","article_modified_time":"2023-05-27t03:16:08+00:00","og_image":[{"width":320,"height":400,"url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/09\/donny-shimamoto-2020-larger.png","type":"image\/png"}],"author":"donny shimamoto","twitter_card":"summary_large_image","twitter_creator":"@cpa_trendlines","twitter_site":"@cpa_trendlines","twitter_misc":{"written by":"donny shimamoto","est. reading time":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"article","@id":"\/\/www.g005e.com\/2021\/12\/08\/tax-tech-automation\/#article","ispartof":{"@id":"\/\/www.g005e.com\/2021\/12\/08\/tax-tech-automation\/"},"author":{"name":"donny shimamoto","@id":"\/\/www.g005e.com\/#\/schema\/person\/9c1852e4cca93231de8e24626f145aff"},"headline":"automate tax season with apps you already use","datepublished":"2021-12-08t05:20:08+00:00","datemodified":"2023-05-27t03:16:08+00:00","mainentityofpage":{"@id":"\/\/www.g005e.com\/2021\/12\/08\/tax-tech-automation\/"},"wordcount":1096,"commentcount":2,"publisher":{"@id":"\/\/www.g005e.com\/#organization"},"image":{"@id":"\/\/www.g005e.com\/2021\/12\/08\/tax-tech-automation\/#primaryimage"},"thumbnailurl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/09\/donny-shimamoto-2020-larger.png","articlesection":["innovation &amp; change management","pro member exclusive","special","tax practice","tax season","tech and fintech"],"inlanguage":"en-us","potentialaction":[{"@type":"commentaction","name":"comment","target":["\/\/www.g005e.com\/2021\/12\/08\/tax-tech-automation\/#respond"]}]},{"@type":"webpage","@id":"\/\/www.g005e.com\/2021\/12\/08\/tax-tech-automation\/","url":"\/\/www.g005e.com\/2021\/12\/08\/tax-tech-automation\/","name":"automate tax season with apps you already use - 卡塔尔世界杯常规比赛时间","ispartof":{"@id":"\/\/www.g005e.com\/#website"},"primaryimageofpage":{"@id":"\/\/www.g005e.com\/2021\/12\/08\/tax-tech-automation\/#primaryimage"},"image":{"@id":"\/\/www.g005e.com\/2021\/12\/08\/tax-tech-automation\/#primaryimage"},"thumbnailurl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/09\/donny-shimamoto-2020-larger.png","datepublished":"2021-12-08t05:20:08+00:00","datemodified":"2023-05-27t03:16:08+00:00","description":"actionable intelligence for tax, accounting, and financial professionals","breadcrumb":{"@id":"\/\/www.g005e.com\/2021\/12\/08\/tax-tech-automation\/#breadcrumb"},"inlanguage":"en-us","potentialaction":[{"@type":"readaction","target":["\/\/www.g005e.com\/2021\/12\/08\/tax-tech-automation\/"]}]},{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/2021\/12\/08\/tax-tech-automation\/#primaryimage","url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/09\/donny-shimamoto-2020-larger.png","contenturl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/09\/donny-shimamoto-2020-larger.png","width":320,"height":400},{"@type":"breadcrumblist","@id":"\/\/www.g005e.com\/2021\/12\/08\/tax-tech-automation\/#breadcrumb","itemlistelement":[{"@type":"listitem","position":1,"name":"home","item":"\/\/www.g005e.com\/"},{"@type":"listitem","position":2,"name":"tax practice","item":"\/\/www.g005e.com\/category\/tax-practice\/"},{"@type":"listitem","position":3,"name":"automate tax season with apps you already use"}]},{"@type":"website","@id":"\/\/www.g005e.com\/#website","url":"\/\/www.g005e.com\/","name":"卡塔尔世界杯常规比赛时间","description":"actionable intelligence for the tax, accounting and finance community","publisher":{"@id":"\/\/www.g005e.com\/#organization"},"potentialaction":[{"@type":"searchaction","target":{"@type":"entrypoint","urltemplate":"\/\/www.g005e.com\/?s={search_term_string}"},"query-input":{"@type":"propertyvaluespecification","valuerequired":true,"valuename":"search_term_string"}}],"inlanguage":"en-us"},{"@type":"organization","@id":"\/\/www.g005e.com\/#organization","name":"卡塔尔世界杯常规比赛时间 research","alternatename":"cpatrendlines","url":"\/\/www.g005e.com\/","logo":{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/#\/schema\/logo\/image\/","url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg","contenturl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg","width":1600,"height":350,"caption":"卡塔尔世界杯常规比赛时间 research"},"image":{"@id":"\/\/www.g005e.com\/#\/schema\/logo\/image\/"},"sameas":["https:\/\/www.facebook.com\/cpatrendlines","https:\/\/x.com\/cpa_trendlines","https:\/\/www.linkedin.com\/groups\/115382\/","https:\/\/www.youtube.com\/cpatrendlines"]},{"@type":"person","@id":"\/\/www.g005e.com\/#\/schema\/person\/9c1852e4cca93231de8e24626f145aff","name":"donny shimamoto","image":{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/#\/schema\/person\/image\/","url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/09\/donny-shimamoto-2020-larger-96x96.png","contenturl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/09\/donny-shimamoto-2020-larger-96x96.png","caption":"donny shimamoto"},"description":"donny c. shimamoto, cpa.citp, cgma, is the founder and managing director of intraprisetechknowlogies llc, a specialized cpa firm dedicated to helping small businesses and middle market organizations leverage strategic technologies, proactively manage their business and technical risks, and enable balanced organizational growth and development.","sameas":["http:\/\/intraprisetechknowlogies.com","https:\/\/www.facebook.com\/donnyitk\/","https:\/\/www.linkedin.com\/in\/donnyitk\/"],"url":"\/\/www.g005e.com\/author\/donny-shimamoto\/"}]}},"_links":{"self":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/89966","targethints":{"allow":["get"]}}],"collection":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/users\/1382"}],"replies":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/comments?post=89966"}],"version-history":[{"count":20,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/89966\/revisions"}],"predecessor-version":[{"id":102512,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/89966\/revisions\/102512"}],"wp:featuredmedia":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/media\/79390"}],"wp:attachment":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/media?parent=89966"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/categories?post=89966"},{"taxonomy":"post_tag","embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/tags?post=89966"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}