{"id":31089,"date":"2023-10-11T08:00:00","date_gmt":"2023-10-11T13:00:00","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=31089"},"modified":"2024-04-30T08:51:24","modified_gmt":"2024-04-30T13:51:24","slug":"workflows-and-apps-to-make-tax-season-easier","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflows-and-apps-to-make-tax-season-easier\/","title":{"rendered":"Workflows and apps to make tax season easier"},"content":{"rendered":"\n

For many accounting and tax professionals, tax season, err, busy season, is synonymous with relentless hours and a nonstop workload. In a normal year, the pressing demands of this period are taxing (pun intended), but with the current staff shortages, this year\u2019s looking even more grueling.<\/p>\n\n\n\n

Imagine coupling these intense, traditional tax season pressures with a thinning team. It’s a double-whammy that could cripple the unprepared firm.<\/p>\n\n\n\n

But it doesn\u2019t have to. Amid these challenges lies an opportunity. By harnessing the power of automation and streamlined workflows<\/a>, you can significantly free up your time\u2014making your work life easier.<\/p>\n\n\n\n

As the clock ticks closer to tax season, time becomes an increasingly scarce commodity. By implementing efficient processes now, you can make sure you’re well equipped to navigate the imminent whirlwind of demands. Read on to find out how.<\/p>\n\n\n\n

Shrinking tax season: The modern approach<\/strong><\/p>\n\n\n\n

“Shrinking” tax season isn\u2019t about doing less work\u2014it\u2019s about changing your processes with services that create capacity<\/a> (read: time) and enable you to work more efficiently. Automation, artificial intelligence (AI), and other technologies are here to help you. They\u2019re the bridge to a future in which you\u2019re not bogged down by repetitive, mundane tasks and can instead act as more strategic advisors to your clients.<\/p>\n\n\n\n

With the right tools, integrations, and workflows in place, tax season could just become another day at the office or at home, as the case may be these days.<\/p>\n\n\n\n

Among the ways tech can help free up time at tax season\u2014and year-round, for that matter\u2014are by automating everything from proposals, engagement letters<\/a>, and scope changes<\/a>, to invoicing, billing and payments<\/a>.<\/p>\n\n\n\n

Professional proposals, efficient engagements<\/strong><\/p>\n\n\n\n

Start claiming back your time by automating proposals and engagement letters. Platforms such as Ignition<\/a> take on the tasks for you, eliminating tedious manual document preparation.<\/p>\n\n\n\n

You can send out sleek, branded digital proposals in mere minutes, saving you an average of three hours per week creating proposals. Choose a platform that lets you embed your own videos<\/a> to add a personalized touch.<\/p>\n\n\n\n

A way to save more time is with bulk proposal creation. Platforms that include this feature enable you to quickly engage a high volume of clients all at once by creating proposals en masse using a provided or custom proposal template.<\/p>\n\n\n\n

You don\u2019t have to stop there. With automation software, you can similarly save time on engagement letters. This should streamline your dispatching, tracking, and signing processes, trimming these down to just a few minutes. This could save you, on average, about three hours a week\u2014that\u2019s a nice chunk of time that you can now spend on more high-value tasks!<\/p>\n\n\n\n

What’s more, with today’s automation, you don’t even have to design and create your own documents from scratch. Some platforms come with libraries of industry standard proposal templates and engagement letter templates.<\/p>\n\n\n\n

Automated proposals and engagements also mean saving time when changes occur, as they inevitably do for accounting and tax professionals. Scope creep, anyone?<\/a> Now, when you have a change in the scope of work you\u2019re doing for your clients, there are platforms that allow you to make changes flexibly and transparently. Even after a client has accepted your proposal, you could easily edit active services, such as the description, price, quantity, billing details, and more, with just a few clicks. When you do, the client is automatically notified about what\u2019s changed so you\u2019re always on the same page.<\/p>\n\n\n\n

Saving time and streamlining cash flow<\/strong><\/p>\n\n\n\n

Next on your time-reclaiming to-do list? Automating invoicing<\/a>, billing, and client payments. Your time is invaluable, and you deserve timely payment for your hard work. Every minute chasing payments is a minute wasted. And as we\u2019ve said, these days, efficiency isn’t just a buzzword\u2014for today’s accounting and tax firms, it’s a must-have.<\/p>\n\n\n\n

Here, too, technology can do all the heavy lifting for you. Consider asking for an upfront payment<\/a> so you get paid the minute a client signs your proposal. Giving your clients easy payment options, such as credit card or automated clearing house as part of your proposal, can also ensure that you get paid on time, every time. You won\u2019t have to face awkward money conversations<\/a> or chase payments. That\u2019s quality time and revenue back in your pocket.<\/p>\n\n\n\n

Surviving and thriving, despite staff shortages<\/strong><\/p>\n\n\n\n

As if the tax season crunch wasn’t intense enough, now firms are also grappling with the significant shortage of professionals entering and remaining in the field.<\/p>\n\n\n\n

A recent article from The Wall Street Journal<\/em> reveals a 17% decline in U.S. accountants and auditors over two years<\/a>. With more than 300,000 leaving their roles and a reduced influx of graduates, the void is palpable. Companies are grappling with open positions, often filling critical roles with less-experienced individuals, thereby increasing the risk of errors.<\/p>\n\n\n\n

Of course, despite the shortages, client expectations remain high. How can firms still deliver exceptional service during such lean times? Again, it\u2019s time to look not only at automation, but also at changing your processes.<\/p>\n\n\n\n

The current climate further boosts the need for efficiency, especially during tax season. We already know that automation minimizes errors, expedites invoicing, enhances communication, and streamlines data processes. But it\u2019s also necessary to take this a step further, looking inward at how your processes and workflows can better help you stay ahead of the curve.<\/p>\n\n\n\n

Dan Gertrudes, CEO and co-founder of GrowthLab<\/a>, champions a shift in strategy to better manage capacity and, critically, prevent burnout among already-dwindling staff. \u201cAs owners, as general managers, we see the impact that the busy season has on many of our team members,\u201d he says. \u201cSo we had to figure out a way to improve mental health and identify some of the bottlenecks\u2014why are we seeing what we\u2019re seeing? And it comes down to those peaks and troughs in the tax season.\u201d<\/p>\n\n\n\n

Rather than having those spikes and dips in workload, he takes a flatten-the-curve approach, advocating a more consistent workload.<\/p>\n\n\n\n

Highlighting the need to challenge the industry’s ingrained status quo of accepting the grueling hours of tax season, he says:,\u201cWhy don\u2019t we try to identify the problem and the drivers of the problem? And, understanding the constraints\u2014I can\u2019t change the tax law, I can\u2019t change the compliance deadlines\u2014what can we do to redesign our own processes, our own go-to-market approach to rethink this?\u201d<\/p>\n\n\n\n

Dan\u2019s answer is a five-step approach to flattening the curve:<\/p>\n\n\n\n

    \n
  1. Effectively manage your workflow by setting expectations, being clear and consistent with communications, mapping your processes and standard operating procedures, and looking at metrics.<\/li>\n\n\n\n
  2. Delight your customers by always thinking about how you will keep them successful.<\/li>\n\n\n\n
  3. Support your tax team by making sure they\u2019re engaged and not ready to walk out the door come April 15.<\/li>\n\n\n\n
  4. Prioritize the workflow, such as your engagement agreements process or document management, and eliminating bottlenecks.<\/li>\n\n\n\n
  5. Optimize that workflow by understanding the ebb and flow of each process, eliminating activities that don’t add value, using integrations between your software applications, and clearly defining touchpoints in each workflow.<\/li>\n<\/ol>\n\n\n\n

    By leveraging automation, strategically redesigning processes, and addressing root problems, accounting and tax professionals can not only navigate these staffing challenges but also emerge stronger, more efficient, and more client-centric.<\/p>\n\n\n\n

    Where to go from here<\/strong><\/p>\n\n\n\n

    Addressing the dual challenge of a demanding tax season and persistent staff shortages demands more than just resilience. It calls for innovation. With all-in-one platforms<\/a> that help you to get paid faster and run smarter, you’re actively freeing up crucial resources\u2014time and people\u2014to meet client demands and expectations. And you\u2019re also bridging the gap where staff numbers are falling short.<\/p>\n\n\n\n

    Some firms have already begun shifting gears, streamlining everything from accounts receivable to financial reporting to survive and grow in this shifting landscape. So, with this\u2014the \u2018new normal\u2019 of the accounting world\u2014what’s holding you back? Get a front-row seat by watching an Ignition demo today<\/a>.<\/p>\n\n\n

    \n
    \"\"<\/a><\/figure>\n<\/div>\n\n\n

    Editor\u2019s note: <\/strong>This blog post was co-written with Ignition<\/a>. I have obtained permission to share it on my website\/social media. For the original source of this post, please visit the Ignition blog<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

    Life is hard enough, so when it comes to workflow and apps, there are better ways to get the job done. Ignition’s Matt Kanas explores the topic.<\/p>\n","protected":false},"author":144649106,"featured_media":31091,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[116807],"tags":[],"intuit_collection":[],"intuit_series":[],"coauthors":[646041915],"class_list":["post-31089","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice-management"],"header_image":"","yoast_head":"\nWorkflows and Apps for Easier Tax Season<\/title>\n<meta name=\"description\" content=\"Matt Kanas explores the workflows and apps that help accounting and tax firms reduce friction, improve efficiency, and get through busy season with fewer headaches.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflows-and-apps-to-make-tax-season-easier\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Workflows and apps to make tax season easier - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"Matt Kanas explores the workflows and apps that help accounting and tax firms reduce friction, improve efficiency, and get through busy season with fewer headaches.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflows-and-apps-to-make-tax-season-easier\/\" \/>\n<meta property=\"og:site_name\" content=\"Tax Pro Center | Intuit\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/IntuitAccountants\" \/>\n<meta property=\"article:published_time\" content=\"2023-10-11T13:00:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-04-30T13:51:24+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/10\/Workflows-and-apps-to-make-tax-season-easier-copy.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1440\" \/>\n\t<meta property=\"og:image:height\" content=\"605\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Matt Kanas\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@https:\/\/twitter.com\/mckanas\" \/>\n<meta name=\"twitter:site\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Matt Kanas\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"7 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/workflows-and-apps-to-make-tax-season-easier\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/workflows-and-apps-to-make-tax-season-easier\\\/\"},\"author\":{\"name\":\"Matt Kanas\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/39c31a270d5a1b6b85a03954fd12fb81\"},\"headline\":\"Workflows and apps to make tax season easier\",\"datePublished\":\"2023-10-11T13:00:00+00:00\",\"dateModified\":\"2024-04-30T13:51:24+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/workflows-and-apps-to-make-tax-season-easier\\\/\"},\"wordCount\":1386,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/workflows-and-apps-to-make-tax-season-easier\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2023\\\/10\\\/Workflows-and-apps-to-make-tax-season-easier-copy.jpg\",\"articleSection\":[\"Practice Management\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/workflows-and-apps-to-make-tax-season-easier\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/workflows-and-apps-to-make-tax-season-easier\\\/\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/workflows-and-apps-to-make-tax-season-easier\\\/\",\"name\":\"Workflows and Apps for Easier Tax Season\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/workflows-and-apps-to-make-tax-season-easier\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/workflows-and-apps-to-make-tax-season-easier\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2023\\\/10\\\/Workflows-and-apps-to-make-tax-season-easier-copy.jpg\",\"datePublished\":\"2023-10-11T13:00:00+00:00\",\"dateModified\":\"2024-04-30T13:51:24+00:00\",\"description\":\"Matt Kanas explores the workflows and apps that help accounting and tax firms reduce friction, improve efficiency, and get through busy season with fewer headaches.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/workflows-and-apps-to-make-tax-season-easier\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/workflows-and-apps-to-make-tax-season-easier\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/workflows-and-apps-to-make-tax-season-easier\\\/#primaryimage\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2023\\\/10\\\/Workflows-and-apps-to-make-tax-season-easier-copy.jpg\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2023\\\/10\\\/Workflows-and-apps-to-make-tax-season-easier-copy.jpg\",\"width\":1440,\"height\":605,\"caption\":\"Workflows and apps to make tax season easier\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/workflows-and-apps-to-make-tax-season-easier\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Workflows and apps to make tax season easier\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"name\":\"Tax Pro Center | Intuit\",\"description\":\"Tax Pro Center\",\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\",\"name\":\"Tax Pro Center | Intuit\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"width\":872,\"height\":160,\"caption\":\"Tax Pro Center | Intuit\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/IntuitAccountants\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/IntuitAccts\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/intuitaccountants\\\/?hl=en\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/company\\\/intuit-accountants\\\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/39c31a270d5a1b6b85a03954fd12fb81\",\"name\":\"Matt Kanas\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/56a0a2154cc353f8e6d492822155df16ce2dabe20cd8fdb2dc24d4feacd561bf?s=96&d=identicon&r=g\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/56a0a2154cc353f8e6d492822155df16ce2dabe20cd8fdb2dc24d4feacd561bf?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/56a0a2154cc353f8e6d492822155df16ce2dabe20cd8fdb2dc24d4feacd561bf?s=96&d=identicon&r=g\",\"caption\":\"Matt Kanas\"},\"description\":\"Matt Kanas is a seasoned professional who serves as managing director for AMER at Ignition, a leading all-in-one platform for professional services businesses to get paid faster and run smarter. With a proven track record of driving growth and innovation at companies such as Intuit, Matt has earned a distinguished reputation within the technology industry.\",\"sameAs\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"linkedin.com\\\/in\\\/matthewkanas\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/https:\\\/\\\/twitter.com\\\/mckanas\"],\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/author\\\/mattkanastax\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Workflows and Apps for Easier Tax Season","description":"Matt Kanas explores the workflows and apps that help accounting and tax firms reduce friction, improve efficiency, and get through busy season with fewer headaches.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflows-and-apps-to-make-tax-season-easier\/","og_locale":"en_US","og_type":"article","og_title":"Workflows and apps to make tax season easier - Tax Pro Center | Intuit","og_description":"Matt Kanas explores the workflows and apps that help accounting and tax firms reduce friction, improve efficiency, and get through busy season with fewer headaches.","og_url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflows-and-apps-to-make-tax-season-easier\/","og_site_name":"Tax Pro Center | Intuit","article_publisher":"https:\/\/www.facebook.com\/IntuitAccountants","article_published_time":"2023-10-11T13:00:00+00:00","article_modified_time":"2024-04-30T13:51:24+00:00","og_image":[{"width":1440,"height":605,"url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/10\/Workflows-and-apps-to-make-tax-season-easier-copy.jpg","type":"image\/jpeg"}],"author":"Matt Kanas","twitter_card":"summary_large_image","twitter_creator":"@https:\/\/twitter.com\/mckanas","twitter_site":"@IntuitAccts","twitter_misc":{"Written by":"Matt Kanas","Est. reading time":"7 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflows-and-apps-to-make-tax-season-easier\/#article","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflows-and-apps-to-make-tax-season-easier\/"},"author":{"name":"Matt Kanas","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/39c31a270d5a1b6b85a03954fd12fb81"},"headline":"Workflows and apps to make tax season easier","datePublished":"2023-10-11T13:00:00+00:00","dateModified":"2024-04-30T13:51:24+00:00","mainEntityOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflows-and-apps-to-make-tax-season-easier\/"},"wordCount":1386,"commentCount":0,"publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflows-and-apps-to-make-tax-season-easier\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2023\/10\/Workflows-and-apps-to-make-tax-season-easier-copy.jpg","articleSection":["Practice Management"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflows-and-apps-to-make-tax-season-easier\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflows-and-apps-to-make-tax-season-easier\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflows-and-apps-to-make-tax-season-easier\/","name":"Workflows and Apps for Easier Tax Season","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website"},"primaryImageOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflows-and-apps-to-make-tax-season-easier\/#primaryimage"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflows-and-apps-to-make-tax-season-easier\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2023\/10\/Workflows-and-apps-to-make-tax-season-easier-copy.jpg","datePublished":"2023-10-11T13:00:00+00:00","dateModified":"2024-04-30T13:51:24+00:00","description":"Matt Kanas explores the workflows and apps that help accounting and tax firms reduce friction, improve efficiency, and get through busy season with fewer headaches.","breadcrumb":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflows-and-apps-to-make-tax-season-easier\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflows-and-apps-to-make-tax-season-easier\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflows-and-apps-to-make-tax-season-easier\/#primaryimage","url":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2023\/10\/Workflows-and-apps-to-make-tax-season-easier-copy.jpg","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2023\/10\/Workflows-and-apps-to-make-tax-season-easier-copy.jpg","width":1440,"height":605,"caption":"Workflows and apps to make tax season easier"},{"@type":"BreadcrumbList","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflows-and-apps-to-make-tax-season-easier\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/accountants.intuit.com\/taxprocenter\/"},{"@type":"ListItem","position":2,"name":"Workflows and apps to make tax season easier"}]},{"@type":"WebSite","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","name":"Tax Pro Center | Intuit","description":"Tax Pro Center","publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/accountants.intuit.com\/taxprocenter\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization","name":"Tax Pro Center | Intuit","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","width":872,"height":160,"caption":"Tax Pro Center | Intuit"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/accountants.intuit.com\/taxprocenter\/IntuitAccountants","https:\/\/accountants.intuit.com\/taxprocenter\/IntuitAccts","https:\/\/accountants.intuit.com\/taxprocenter\/intuitaccountants\/?hl=en","https:\/\/accountants.intuit.com\/taxprocenter\/company\/intuit-accountants\/"]},{"@type":"Person","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/39c31a270d5a1b6b85a03954fd12fb81","name":"Matt Kanas","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/56a0a2154cc353f8e6d492822155df16ce2dabe20cd8fdb2dc24d4feacd561bf?s=96&d=identicon&r=g","url":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/56a0a2154cc353f8e6d492822155df16ce2dabe20cd8fdb2dc24d4feacd561bf?s=96&d=identicon&r=g","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/56a0a2154cc353f8e6d492822155df16ce2dabe20cd8fdb2dc24d4feacd561bf?s=96&d=identicon&r=g","caption":"Matt Kanas"},"description":"Matt Kanas is a seasoned professional who serves as managing director for AMER at Ignition, a leading all-in-one platform for professional services businesses to get paid faster and run smarter. With a proven track record of driving growth and innovation at companies such as Intuit, Matt has earned a distinguished reputation within the technology industry.","sameAs":["https:\/\/accountants.intuit.com\/taxprocenter\/","linkedin.com\/in\/matthewkanas","https:\/\/accountants.intuit.com\/taxprocenter\/https:\/\/twitter.com\/mckanas"],"url":"https:\/\/accountants.intuit.com\/taxprocenter\/author\/mattkanastax\/"}]}},"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/10\/Workflows-and-apps-to-make-tax-season-easier-copy.jpg","jetpack_shortlink":"https:\/\/wp.me\/pazjGh-85r","jetpack-related-posts":[{"id":12236,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/creating-a-3-part-post-season-plan-for-your-tax-firm\/","url_meta":{"origin":31089,"position":0},"title":"Creating a 3-Part Post-Season Plan for Your Tax Firm","author":"Susan Tinel, EA","date":"April 23, 2018","format":false,"excerpt":"Regroup after tax season to assess your successes, failures and where you want to improve. Susan Tinel, EA, explains how to create a post-season plan.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"tax firm planning","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/09\/proconnect-tax-online.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/09\/proconnect-tax-online.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/09\/proconnect-tax-online.png?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":24620,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/tips-for-communicating-with-clients-before-the-2022-tax-season\/","url_meta":{"origin":31089,"position":1},"title":"3 tips for communicating with clients before the 2022 tax season","author":"Josh Lance, CPA, CGMA","date":"January 3, 2022","format":false,"excerpt":"Get a 3-step plan from Josh Lance, CPA, CGMA, to work with your clients prior to tax season.","rel":"","context":"In "Client Relationships"","block_context":{"text":"Client Relationships","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/client-relationships\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/07\/How-to-identify-clients-for-the-advisory-services-youre-offering.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/07\/How-to-identify-clients-for-the-advisory-services-youre-offering.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/07\/How-to-identify-clients-for-the-advisory-services-youre-offering.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/07\/How-to-identify-clients-for-the-advisory-services-youre-offering.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":15028,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/tax-pros-for-reel-how-do-you-relax-after-tax-season\/","url_meta":{"origin":31089,"position":2},"title":"Tax Pros for Reel: How Do You Relax After Tax Season?","author":"Intuit Accountants Team","date":"May 3, 2019","format":"video","excerpt":"Relaxing after busy season can be daunting; in this video, several tax pros offer their advice.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"relax after tax season","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/01\/Relax-after-season-e1550854284917.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/01\/Relax-after-season-e1550854284917.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/01\/Relax-after-season-e1550854284917.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":52511,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflow-tools\/efficiency-intuit-proconnect-tax-ignition\/","url_meta":{"origin":31089,"position":3},"title":"Efficiency: Intuit\u00ae ProConnect\u2122 Tax + Ignition","author":"Matt Kanas","date":"March 27, 2024","format":false,"excerpt":"The integration of Intuit ProConnect Tax, QuickBooks Online, and Ignition transforms client engagement and payment collection. Discover how the integration smooths workflow and creates efficiencies in your practice.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"Efficiency: Intuit ProConnect Tax + Ignition","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/03\/Efficiency-Intuit-ProConnect-Tax-Ignition-copy.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/03\/Efficiency-Intuit-ProConnect-Tax-Ignition-copy.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/03\/Efficiency-Intuit-ProConnect-Tax-Ignition-copy.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/03\/Efficiency-Intuit-ProConnect-Tax-Ignition-copy.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":15298,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/advisory-services-can-help-finalize-business-returns\/","url_meta":{"origin":31089,"position":4},"title":"Advisory services can help finalize business returns","author":"Jim Buffington, CPA","date":"March 7, 2019","format":false,"excerpt":"Find out how to tax professionals use advisory services in their tax practices to expedite business returns for busy season.","rel":"","context":"In "Advisory Services"","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"tax professional during busy season","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/06\/lady-e1508455227318.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/06\/lady-e1508455227318.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/06\/lady-e1508455227318.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/06\/lady-e1508455227318.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":58639,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/2025-tax-filing-season-opens\/","url_meta":{"origin":31089,"position":5},"title":"2025 tax filing season opens","author":"Intuit Accountants Team","date":"January 27, 2025","format":false,"excerpt":"The IRS announced that the 2025 filing season is now open; you can now begin filing individual tax year 2024 returns.","rel":"","context":"In "Tax Law and News"","block_context":{"text":"Tax Law and News","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/tax-law-and-news\/"},"img":{"alt_text":"2025 tax filing season opens","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/01\/2025-tax-filing-season-opens-copy.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/01\/2025-tax-filing-season-opens-copy.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/01\/2025-tax-filing-season-opens-copy.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/01\/2025-tax-filing-season-opens-copy.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/31089","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/users\/144649106"}],"replies":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/comments?post=31089"}],"version-history":[{"count":8,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/31089\/revisions"}],"predecessor-version":[{"id":31100,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/31089\/revisions\/31100"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media\/31091"}],"wp:attachment":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media?parent=31089"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/categories?post=31089"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/tags?post=31089"},{"taxonomy":"intuit_collection","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_collection?post=31089"},{"taxonomy":"intuit_series","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_series?post=31089"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/coauthors?post=31089"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}