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Paperless Guide

  • $397.00

Take Your Tax Practice To The Cloud: Becoming a Firm of the Future


Take your tax practice to the cloud and become a firm of the future! Go paperless by following our proven process. You’ll reduce costs, increase efficiency, improve the client experience, and collaborate resourcefully with remote workers.


Follow our step by step guide to overcoming hurdles such as cloud security, personal mindset, getting your team excited for the change, and getting your clients on board. Included in the guide is a detailed description of our paperless workflow, checklists, email templates, client survey, suggested software, quality control checklist, sorting order, engagement letter, tax organizer and much more. Not only do you receive the pdf guide with our proven process, but we will provide you templates in Word format which are fully customizable by your firm. CLICK HERE to see our full table of contents.

Paperless Guide
Paperless Guide

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