Do you want to earn free CPE? Want to learn to use technology more efficiently but don’t know where to start? You’re in luck!
Powerful Accounting CEO Dawn W. Brolin, CPA, CFE is hosting a CPA Academy webinar highlighting how technology can improve tax office efficiency. Even better, these strategies can help firms of any size.
Organize LITE is a low-cost, entry-level solution that makes converting to a paperless office easy by including all the features and benefits of the standard Organize product, except there is no human validation. The turnaround time is just a few minutes, so you can even process documents while your client waits.
Digital work papers are a quick scan away. The time-consuming process of arranging client tax papers in the proper order is a thing of the past. Regardless of the order documents are scanned, Organize returns a single bookmarked, indexed, searchable PDF. Organize is an easy-to-use, accurate and affordable paperless solution.
Populate accurately extracts information from scanned client documents and inserts it into leading tax preparation software. Frees up tax preparers time to focus on what’s important: providing tax expertise, service and customer satisfaction.