2024 survey reveals that better workflow and collaboration tools, along with client portals, are the driving factors to a better tax season
Better tax seasons are a reality, and this year’s post-tax season survey continues to support this statement. Nearly half of our 200 participants reported this year’s tax season went better than last year’s. From the adoption of more cloud-based and hosted applications to more flexibility in work hours and location, firms are taking steps to create better experiences for their staff and clients.
Check out our whitepaper to see what your colleagues had to say about tax season 2024. You’ll learn:
- How technology impacts every area of your firm.
- How to identify opportunities for improvement.
- Why a tax season debrief meeting is essential to your firm’s success.
- The biggest and most impactful changes firms made before tax season.
Click the yellow download button above to get the whitepaper.