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Accountant's Ultimate Guide to Creating a Modern, Efficient Firm
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    • Do not delete
      • Overview
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      • Request Docs
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      • Workflow Automation
      • Document Management System
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      • TaxCalc
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      • Intuit Lacerte
      • Intuit ProSeries
      • UltraTax CS
      • Rightworks
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      • HIPAA
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      • Partner
    • Solutions by Use Case
      • Implement a Paperless Office
      • Efficiency and Automation
      • Protect Client and Business Information
      • Transition to Cloud
      • Employee Well-being
      • Preparing for Tax Season
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eBook

The Accountant's Ultimate Guide to Creating a Modern, Efficient Firm

Learn strategies to create and maintain an efficient firm. 

Efficient, modern firms have benefits like increased productivity, teams understanding what’s expected of them, consistent and easy processes, and meeting clients’ evolving needs and expectations. To have these benefits at your firm, everything – your workflows, staff and clients, and technology –  must work in tandem to create positive, streamlined experiences that save you, your staff, and your clients time. 

All of this comes down to efficiency. This guide specifically focuses on how you can achieve these goals and more with a document management system (DMS).  

Here’s a breakdown of what you’ll learn: 

  • Chapter 1: See what leaders of efficient CPA firms prioritize, as well as the common issues that hold firms back from achieving the efficient workflows they desire 
  • Chapter 2: Learn why now – regardless of what time of year you’re reading this – is the right time to review your current workflows and see where you can streamline things 
  • Chapter 3: Read a step-by-step guide to rethink how you work, automate tasks, improve client collaboration, and choose the right technology to support your specific needs 
  • Chapter 4: Learn how to implement a document management system, including how to integrate it into your tech stack and set yourself and your clients up for success 

Fill in your details to get the guide.
The leaders of efficient, modern accounting firms understand that everything – an efficient workflow, employee and customer satisfaction, and technology – works in tandem to create positive client and employee experiences, streamlined workflows, and increased profitability.
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