Free Up Your Firm for Tax Season

What’s more valuable to your clients — simply preparing their tax returns or providing them with strategic guidance and understanding about their tax situation?

Join us for a Free Up Your Firm for Tax Season webcast and see firsthand how using workpaper capture and management tools can give you more time and resources for higher-value client services. You’ll also hear directly from our workpaper management expert on why firms like yours are investing in tools to automate their tax workflow.

Don’t miss out on these helpful tips for getting ahead of tax season and having more time for advising clients on the complex tax-related issues they face. With these key workpaper management strategies, you can:

  • Collect, organize, and process client data quickly and effectively
  • Automate import and organization of clients’ Quickbooks® data into trial balance data
  • Standardize how you approach trial balance and workpaper management to reduce setup and processing time
  • Improve how you work with clients through the use of eSignatures

When you combine the power of UltraTax CS® with the timesaving integration of other CS Professional Suite® solutions, you can go beyond your clients’ expectations as a trusted advisor and help their businesses thrive.

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