Firm of the future tax preparation workflow
Firm of the future tax preparation workflow

How Can You Implement a Firm of the Future Workflow?

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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.

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