GruntWorx White Papers

A Tale of Two Firms: Identifying the Rules for Rolling Out a Successful Paperless Tax Workflow

A successful transition to a paperless tax workflow takes planning, dedicated effort, and an educated firm. This detailed comparison of the technology implementation experiences of two real-life firms will show you:
  • Five essential rules to ensure an optimal paperless tax workflow implementation
  • One firm saved an average of two hours per return across thousands of 1040s by following these rules
  • Successes and failures of workflow implementation are in the approach – not demographics or technology

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