Many firms using engagement software believe they have all of the document management features they need. However, most firms could benefit from using document management and engagement software together. These two types of solutions actually complement each other, with distinct functions and benefits at different stages of your workflow. Capture files not specific to your […]

The post 4 Ways Document Management and Engagement Software can Work Together appeared first on Tax & Accounting Blog.

Tax-refund fraud in 2016 reached about $21 billion, up from just $6.5 billion in 2014, according to the IRS. With recent rises in tax-related identity theft and phishing attacks, thieves can take over the credentials of firm staff or their clients to gain access to confidential financial data including tax returns, financial statements and more. […]

The post 2-Step Verification: Stronger Security for your CCH Axcess Portal Account appeared first on Tax & Accounting Blog.

While it may seem like a document management software is simply a complex way to find and store files, the reality is that a DMS can actually help improve client satisfaction dramatically. In a recent Accounting Today webinar titled “Document Management: The Client Service Connection,” Wolters Kluwer product line manager Damon Russel explained the various ways […]

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So, your firm’s tax workflow is paperless from beginning to end… Congratulations! But your work is not done. You may want to do a little spring cleaning, and find other areas of your firm that might benefit from being a little more paperless. Here are a few ideas to help you become a truly paperless firm. […]

The post Spring cleaning: Your Next Steps for a Paperless Firm appeared first on Tax & Accounting Blog.

The most efficient and effective firms are those that fully use a document management system during each and every 1040 workflow step. Rather than treating document management as an additional concern associated with each step of your process, it can be helpful to think of your document management system as the hub of your 1040 […]

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