Practice Management

How Can You Implement a Firm of the Future Workflow?

Written by Amy Clark
Modified Sep 14, 2018
1 min read

More and more firms are embarking on the journey to become a Firm of the Future, from getting on the cloud for tax preparation, accounting, file storage and client communications, to offering clients value pricing, and marketing their practices digitally.

Chris James, general counsel at James Management Group, has been on the journey with his firm for several years. He recently partnered with us on an eight-part video series that takes a look at each major piece of the tax preparation workflow – with topics on converting to, and preparing, tax returns on cloud software, invoicing, and growing a practice – to give fellow tax professionals an inside look at the potential implications for their firm and workflow based on his own experience. Check out his video series:

See the entire Firm of the Future Tax Preparation Workflow series here.

Amy Clark has worked in marketing at Intuit for more than 12 years on a variety of products, ranging from QuickBooks Desktop to ProConnect Tax Online. Her favorite part of her job is working with customers to understand their pain points, and then collaborating with her team to address them. She lives in the Dallas area with her family, and spends most of her spare time cheering on her daughter in sports and theater. More from Amy Clark

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