Increasing the Effectiveness of a Paperless Tax Workflow
Type:Case Study
| Company:Gruntworx, LLC
This case study shows how Matthew Patrick, Managing Partner of Patrick Accounting and Tax Services, saved up to 45 minutes per return in the 2007 tax season. The firm moved to a paperless tax workflow in the 2007 tax season, using scanned tax documents to prepare returns. Using GruntWorx by Copanion to automatically organize and index the scanned tax documents made it possible to increase productivity and eliminate the time-consuming process of manually organizing source documents.
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Using Tax Document Automation in the Last Six Weeks of Tax Season 2007
Type:Case Study
| Company:Gruntworx, LLC
Overcome peak workloads during tax season by using tax document automation. In this Case Study, you’ll learn how Matousek Consulting used scanned tax documents to:
- Develop a tax process that could quickly scale to prepare a large number of returns in a short period of time
- Train inexperienced seasonal staff to identify tax forms and enter data
- Create an “Office on the Go” and allow staff to prepare returns from anywhere
- Easily archive source documents to support client requests
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Going Paperless: Using Scanned Tax Documents to Streamline Tax Processes
Type:Case Study
| Company:Gruntworx, LLC
Learn how to increase your firm’s efficiency by using scanned tax documents to streamline tax processes. In this case study, you’ll learn how the Reynolds Group was able to:
- Take on more clients while sending fewer returns to extensions
- Replace a part-time staff position that organized and copied tax documents
- Spend less time searching for forms in physical files and filing cabinets
- Add value to their tax services and improve client retention
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