Are Oklahoma CPAs Tech Ready for Tax Season? (SlideShare)

Courtesy of Emsco Solutions

http://www.ITGuideforOKCCPAs.com

Are Oklahoma CPAs Tech Ready

for Tax Season?

http://www.itguideforokccpas.com/

Sponsored by http://www.ITGuideforOKCCPAs.com

This article offers some tips

on how CPAS can use

technology to their advantage

before and even during

the rush to prepare and fileKenny Keller

CTO



Getting Clients Prepared

Kenny KellerCTO



Establishing times to meet

will eliminate the hassle

of trying to fit people in

during the height of

the paperwork rush, Kenny Keller

CTO



leaving the CPA free to focus

on preparing returnsKenny Keller

CTO



A business-grade

scheduling software or

content management system

can attach a detailed

checklist to each email

reminder,

Kenny KellerCTO



letting clients know

what needs to be included

in their tax packageKenny Keller

CTO



Tax Software Updates

Kenny KellerCTO



In addition to complying

with IRS tax laws, the best-

integrated solutions do

the following:Kenny KellerCTO



• Communicate with clients

Kenny KellerCTO



• Manage digital documents

Kenny KellerCTO



• Process e-files

Kenny KellerCTO



• Check completed returns

for errorsKenny Keller

CTO



Some web-based software

can take digital financial

documents and organize

them, Kenny KellerCTO



clearing the way for the CPA

to start preparing the returnsKenny Keller

CTO



Bottom Line

Kenny KellerCTO



Tax time will always be hectic,

but being tech-ready keeps

the volume manageableKenny Keller

CTO



How do CPAs in your firm use

tech resources to prepare

for tax season?Kenny Keller

CTO



Is there anything they

should be doing better?Kenny Keller

CTO



Let us know your thoughts

in the Comments box belowKenny Keller

CTO


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