The future of 1040 tax preparation: A digital transformation guide?
ThomsonReuters
OCTOBER 6, 2023
leaving preparers to wait on key information late into tax season. Portals have many of the same challenges as paper organizers, plus clients must download and print out documents, scan them, and upload them to the portal. Clients don’t mail them back until they’ve received all their W-2s, 1099s, K-1s, etc.,
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