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Going Paperless: Using Scanned Tax Documents to Streamline Tax Processes

Product Name: GruntWorx by Gruntworx, LLC
Download Type: Case Study
Format: Weblink
 
Description:
Learn how to increase your firm’s efficiency by using scanned tax documents to streamline tax processes. In this case study, you’ll learn how the Reynolds Group was able to:

- Take on more clients while sending fewer returns to extensions
- Replace a part-time staff position that organized and copied tax documents
- Spend less time searching for forms in physical files and filing cabinets
- Add value to their tax services and improve client retention




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