Source Document Automation

2012 Review of Tax Document Automation Systems
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From the January 2012 Issue In hypothetical man-on-the-street interviews asking tax practitioners what they wish they could spend more time doing, I’m pretty sure none of them would say, “I’d like to spend more time checking for qualified dividends or typing hundreds of capital gain transactions into tax software.” I imagine that most of the responses would be value-added activities such as spending face time with clients, discussing tax strategies, and developing their tax practices...
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