It’s not just about tax prep; it’s about office workflow.
Tax automation systems are getting a lot of attention because they can improve efficiency and profitability. The formula is simple enough: firms that can prepare more returns can take on more clients — expanding their business and improving their bottom line.
In this webinar, learn how the 1040 tax preparation process can be streamlined and efficient to improve productivity by looking at your office workflow and following simple steps. Attendees will learn best practices for scanning clients' source documents and how to organize those documents in a timely manner. In addition, attendees will learn how to stop typing data into tax software and stop chasing the paper around the office instead of focusing valuable time on providing real tax value to clients.
Sara Cavender is an account executive at GruntWorx, LLC. She received her bachelor’s in communications with a minor in marketing from Western Carolina University before going into sales and service for large enterprise size accounts for about five years. She lives in Franklin, NC, with her husband and four-year-old son, where she has continued her sales career at GruntWorx, LLC.