Technology

CPE  Webinar: 6 Technology Tips to Save Your Sanity This Busy Season

Automation November 17, 2026 

CPE Webinar: 6 Technology Tips to Save Your Sanity This Busy Season

Tax season demands that firms process higher return volumes while maintaining quality and managing resource constraints. This webinar examines six automation and workflow technologies that reduce manual processes, standardize operations, and increase capacity. Participants will learn how advanced data extraction, workpaper automation, verification tools, and client collaboration features integrate throughout the tax return preparation cycle…

 Scan, Organize… and Now Populate:   The Workflow Revolution Continues

September 1, 2008 

Scan, Organize… and Now Populate: The Workflow Revolution Continues

Just a few short years ago, the paperless office movement started a new class of programs designed toward creating a digital professional environment. While there may be some environmental advantages to the paperless office paradigm, the major proponents of the effort were far from tree huggers.