are oklahoma cpas tech ready for tax season? (slideshare)
TRANSCRIPT
Courtesy of Emsco Solutions
http://www.ITGuideforOKCCPAs.com
Are Oklahoma CPAs Tech Ready
for Tax Season?
Sponsored by http://www.ITGuideforOKCCPAs.com
This article offers some tips
on how CPAS can use
technology to their advantage
before and even during
the rush to prepare and fileKenny Keller
CTO
Sponsored by http://www.ITGuideforOKCCPAs.com
Getting Clients Prepared
Kenny KellerCTO
Sponsored by http://www.ITGuideforOKCCPAs.com
Establishing times to meet
will eliminate the hassle
of trying to fit people in
during the height of
the paperwork rush, Kenny Keller
CTO
Sponsored by http://www.ITGuideforOKCCPAs.com
leaving the CPA free to focus
on preparing returnsKenny Keller
CTO
Sponsored by http://www.ITGuideforOKCCPAs.com
A business-grade
scheduling software or
content management system
can attach a detailed
checklist to each email
reminder,
Kenny KellerCTO
Sponsored by http://www.ITGuideforOKCCPAs.com
letting clients know
what needs to be included
in their tax packageKenny Keller
CTO
Sponsored by http://www.ITGuideforOKCCPAs.com
Tax Software Updates
Kenny KellerCTO
Sponsored by http://www.ITGuideforOKCCPAs.com
In addition to complying
with IRS tax laws, the best-
integrated solutions do
the following:Kenny KellerCTO
Sponsored by http://www.ITGuideforOKCCPAs.com
• Communicate with clients
Kenny KellerCTO
Sponsored by http://www.ITGuideforOKCCPAs.com
• Manage digital documents
Kenny KellerCTO
Sponsored by http://www.ITGuideforOKCCPAs.com
• Process e-files
Kenny KellerCTO
Sponsored by http://www.ITGuideforOKCCPAs.com
• Check completed returns
for errorsKenny Keller
CTO
Sponsored by http://www.ITGuideforOKCCPAs.com
Some web-based software
can take digital financial
documents and organize
them, Kenny KellerCTO
Sponsored by http://www.ITGuideforOKCCPAs.com
clearing the way for the CPA
to start preparing the returnsKenny Keller
CTO
Sponsored by http://www.ITGuideforOKCCPAs.com
Bottom Line
Kenny KellerCTO
Sponsored by http://www.ITGuideforOKCCPAs.com
Tax time will always be hectic,
but being tech-ready keeps
the volume manageableKenny Keller
CTO
Sponsored by http://www.ITGuideforOKCCPAs.com
How do CPAs in your firm use
tech resources to prepare
for tax season?Kenny Keller
CTO
Sponsored by http://www.ITGuideforOKCCPAs.com
Is there anything they
should be doing better?Kenny Keller
CTO
Sponsored by http://www.ITGuideforOKCCPAs.com
Let us know your thoughts
in the Comments box belowKenny Keller
CTO
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