As technology evolves, the industry is shifting toward paperless tax workflows that streamline efficiencies and increase productivity. But how do you go from a high-level concept to actual day-to-day implementation? That’s where we come in.

We're creating a hub of information where any tax professional can come to learn about the paperless tax preparation process. Whether you're just getting started or looking to take your paperless tax workflow to the next level, this resource section will be a one-stop-shop where you will be able to find relevant white papers, case studies, and other tools to help you along the way.

Learn about the key elements of the paperless tax workflow: Scanning, Tax Document Automation, Using Adobe® and Security & Compliance. Select an option below to dig in.

The first step in going paperless, and the heart of all paperless tax workflows, is scanning documents. Learn how to choose a scanner, optimize your scanning, and more.

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Eliminate tedious manual tasks of organizing client source documents and entering tax data. Learn how you can save hundreds of hours during tax season with accurate and secure web-based solutions that automate data entry and document organization.

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Train your tax team to use PDF editing software, such as Adobe Acrobat Standard, to add tick marks, comments, and annotations to digital workpapers. It’s easier than you think and a little training goes a long way.

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As the tax and accounting profession continues its transition to SaaS (Software as a Service), client data continues its move outside the walls of firms and into the "cloud." Learn which critical questions you need to consider when adopting a SaaS solution for your practice.

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