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1. BEST WORKFLOW SOFTWARE FOR TAX PREPARERS MANUALS
2. BEST WORKFLOW SOFTWARE FOR TAX PREPARERS PDF
3. BEST WORKFLOW SOFTWARE FOR TAX PREPARERS FULL
4. BEST WORKFLOW SOFTWARE FOR TAX PREPARERS SOFTWARE

But it should be noted that the system overall offers more of the elements of a classic tax workflow solution than most of its competitors.

BEST WORKFLOW SOFTWARE FOR TAX PREPARERS MANUALS

The fees for this Web-based application include all updates, online hosting and nightly backup, training manuals and videos, and 10 gigabytes of storage.ĪTOM is clearly geared to the tens of thousands of dedicated tax return preparation offices. And it handles internal accounting chores that include staff payroll, time and billing, and automatic generation of client invoices.ĪTOM is compatible with most leading tax preparation packages, including Drake, Crosslinks, ProSeries, Taxwise, ATX and others.

BEST WORKFLOW SOFTWARE FOR TAX PREPARERS SOFTWARE

The software can track multiple types of workflow engagements across multiple offices. Automatic appointment reminders are generated and sent via e-mail or text message. The scheduling system manages staff assignments and calendars, and can schedule client appointments based on historical data such as return complexity and length of past engagements. It includes a document storage and management system that uses a client/staff portal for secure, 24/7 access to tax returns. It manages client check-in and staff notification, and even includes a Refer-A-Friend system. The emphasis here is on engagements in which the client is likely to visit the accountant - for bookkeeping, payroll, tax and even financial planning.

BEST WORKFLOW SOFTWARE FOR TAX PREPARERS FULL

And while these offerings may not meet the full range of workflow management requirements, they represent a strong step in the right direction.Īutomated Tax Office Manager differs from most of its competitors in that it provides for lobby management and client check-in. Most of these are built into the tax preparation software, and all of them show at least a passing recognition of the growing importance of workflow tools. We've surveyed the best-of-field entries for workflow in a tax practice or engagement. Tax is an engagement, and the workflow tools should reflect that, with capabilities for client letters and reports time and billing capture notes and worksheets automated invoicing electronic filing of returns and other documentation, all captured in the work file for that client tax return. A calendaring and appointment-scheduling tool is also a critical feature of this task management. These tools provide "ticklers" to ensure that a professional can quickly scan their projects each day and know what needs to be done. This capability may be included in the collaboration tools, but may not be. This level of collaboration requires tools that can not only route a folder of documents, but can do so automatically, without human intervention every time the folder needs to move to the next level. A good system will allow staff members to be assigned to the client, with their roles delineated properly (gather information, input, preparation, review, etc.). These are generally handled through a portal system, but should provide the means to share documents and communications not only among firm members, but with the client as well. For tax workflow, the DMS must be capable of storing multiple documents of different sizes and shapes in a single client folder, organized for optimal access by multiple persons within the firm.

BEST WORKFLOW SOFTWARE FOR TAX PREPARERS PDF

The DMS is sometimes thought of as little more than a way to save documents in PDF format so that they can be retrieved, searched and used in the future. and flow this information seamlessly and accurately into the tax preparation software. The data entry portion must be capable of handling information from a broad range of sources - banks and brokerages, accounting software, shoeboxes full of small paper receipts, employer payroll forms, etc. What makes tax workflow so complicated in its modern iteration is that workflow is not a single process, but rather a collection of five very different processes.