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Is Your Tax Workflow Impaired?

November 28, 2017 by Ed Becker

Accounting Today shares 8 most common problems that throw a wrench into a smoother tax workflow.  If you sense that you might have any of these problems, smooth them out now, and possibly sculpt your way into an uneventful tax season.  Work out ways to ensure that you:

  1. Manage your missing information to ensure that the workflow runs smoothly
  2. Track progress and have the ability to report on demand the work flow stage status
  3. Have due date control by having the ability to do real time reporting
  4. Have the ability to prioritize tasks in real-time to prevent missing due dates
  5. Have an integrated workflow software so that you can access all needed documents in one software location
  6. Manage your workflow stoppages efficiently
  7. Standardize the workflow process across the board
  8. Ensure that all involved staff have balanced workflow responsibilities

Find out more:  8 problems impacting successful tax workflow