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Date Posted: 10/6/2009

Copanion's New Blog De-Mystifies The Paperless Tax Preparation Workflow


Tax document automation experts share valuable information on going paperless in CPA firms
 
 
ANDOVER, MA – October 6, 2009 – Copanion, Inc., an innovator in tax document automation, successfully launched its Tax Professional’s Guide to a Paperless Tax Workflow blog, which in the first few weeks has seen over 1,000 visits. The highly informative blog is a virtual library of everything the tax professional needs to know about paperless tax preparation—from choosing a scanner to what is the best time of year to get started.

The blog provides subscribers will helpful tutorials, webcasts, and case studies—along with guest blogs from industry insiders. Designed to stimulate a dialog among tax professionals, readers have access to real-world experiences from fellow practitioners sharing insights, tips, and best practices. Future topics include scanning tax documents, improving efficiency, and client data security.

“We collect feedback from our clients throughout the year. From this information we identified a clear trend—a fear of going paperless. We created the blog as a guide for firms moving to a paperless tax process. Written in layperson terms, our main goal is to educate firms on the ease of going paperless, and ultimately remove the fear,” stated Ed Jennings, SVP of sales and marketing at Copanion. “

According to a survey recently conducted by Copanion, 83% of firms that had implemented a paperless tax workflow found that the transition to be as easy or easier than anticipated.

An added bonus to visiting the blog, five tax professionals can win an extreme paperless tax workflow makeover. One winner will be chosen each month through January 2010.

Copanion’s informative blog launched in September 2009. For more on the company’s blog, please visit http://blog.copanion.com.


About the Blog’s Author

Edward V. Jennings, SVP, Sales and Marketing, Copanion—Ed leads the sales and marketing team and is responsible for bringing the Copanion products to tax professionals. Before joining Copanion, Ed was vice president of marketing at PTC, where he was responsible for all communication vehicles and go-to-market programs in multiple vertical markets. He was previously General Manager at Into Networks, where he led the expansion of the company's technology into the financial services market. He has held senior positions at AT&T, Qwest Communications, and Broderbund Software. A graduate of Boston College, Jennings holds an MBA from the Kellogg School of Management at Northwestern University. Ed was also recently named to The CPA Technology Advisor’s 40 under 40 list.

About Copanion

Copanion is a leading innovator in tax document automation. The company saves tax professionals hundreds of hours during tax season with accurate and secure web-based applications for automating client tax document organization, data entry and review. Copanion is a privately held company with financing from Commonwealth Capital Ventures and Pilot House Ventures Group. For more information about Copanion, visit Copanion.com.

The Copanion and GruntWorx names and logos are trademarks or registered trademarks of Copanion in the United States and in other countries. All other companies and products referenced herein are trademarks or registered trademarks of their respective holders.
 
 


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