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Learn how you can get ahead of tax season and free up resources

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Webcast

3 Easy Strategies to Free Up Your Firm for Tax Season

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

It's no secret that your clients can get their tax returns done anywhere — but they come to you for your expertise and guidance on how to set their business up for success. But if your firm is swamped with manual data input as you keep up with compliance work, you could be missing out on the opportunity to make a positive impact on your clients' businesses in the ways that matter most to them.

Join us for the 3 Easy Strategies to Free Up Your Firm for Tax Season webcast and learn how using workpaper capture and management tools can free up your time and resources for higher value. Also, you'll hear directly from our workpaper management expert on why firms like yours are investing in tools to automate their tax workflow.

So how do you get ahead of tax season and free up resources? 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

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.

So how are you delivering value to your clients?


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