Whitepaper - 3 A's of Paperless Organizers

The 3 A's of Paperless Organizers: Automate, Accommodate, Acclimate

Break free from dated processes and embrace digital, fillable client organizers. Automating the manual processes before tax return prep can be a huge time saver.

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Learn about the benefits from transitioning to a manual, paper-based tax organizer process to a fillable, digital process clients adopt.

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Highlights

Fillable, digital client organizers add automation benefits for both you and your clients to the front-end process.

Reduce the burden of gathering source documents for both clients and staff with options for digital uploading.

Deliver organizers remotely, allow clients to fill out digitally, and receive more completed organizers.

Batch process and send engagement letters, organizers, and document request lists to be more efficient and get clients "tax ready."