ThomsonReuters

FEBRUARY 28, 2024

The first quarter was about planning for the year; the second quarter focused on the client’s financial performance and profitability improvement; the third quarter focused heavily on financial statement projections; and the fourth quarter outlined the year-end wrap-up, including W-2 paperwork and tax projections.

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ThomsonReuters

JANUARY 14, 2022

For more tips on managing your workplace wellness, visit our tax blog or download our white paper on how accountants can work from home successfully. The post How to avoid burnout during this tax season and beyond appeared first on Tax & Accounting Blog Posts by Thomson Reuters.

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ThomsonReuters

OCTOBER 3, 2024

← Blog home For most accounting firms, tax preparation is a cornerstone of their business. According to a recent survey of 180 tax professionals at accounting firms, 88% of respondents indicate that their firm currently offers tax advisory services. This reduces manual workload and increases accuracy.

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ThomsonReuters

JANUARY 31, 2024

By using data analytics, client portals, and scalable tax software, you can provide more value to your clients, streamline your workflows , and stand out from the competition. Interested in learning more about streamlining your 1040 workflows?

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ThomsonReuters

DECEMBER 4, 2024

Filing individual income tax returns can be a complex process, but with the right workflow, professional tax preparers and accounting firms can streamline the experience for both clients and staff. Harnessing technology for individual income tax return filing can transform the efficiency of accounting firms.

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ThomsonReuters

FEBRUARY 6, 2025

In the fast-paced world of accounting and tax preparation, every minute counts. According to the 2024 State of Tax Professionals Report , time management, meeting deadlines, and timely filing were the second highest set of challenges for survey respondents.

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ThomsonReuters

JANUARY 16, 2024

Sometimes clients have tax information to report without an accompanying document. White paper For more information on streamlining your entire 1040 process from data collection to delivery, download our white paper, Find your flow: How to transform your 1040 tax workflow.

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ThomsonReuters

DECEMBER 27, 2024

For example, advising a client on how to strategically sell a tokenized asset to minimize taxes could save them thousands, cementing your firms value beyond tax preparation. Dont waitinvest in the future of your firm today.

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ThomsonReuters

JANUARY 29, 2024

This white paper offers insights into how embracing technology can transform your firm from the inside out, making it an attractive destination for top-tier talent. Check out our talent acquisition and retention blog series   to learn more actionable strategies to attract and retain top tax, accounting, and audit professionals.

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ThomsonReuters

JUNE 8, 2023

Consider technology to improve your tax process Technology can be a powerful asset to any tax practice, particularly when utilizing automation tools such as UltraTax CS or SurePrep to reduce manual data entry and streamline processes. Are you ready to take your CPA firm to the next level and stay ahead of the competition?

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ThomsonReuters

OCTOBER 31, 2023

While accounting software and tax preparation programs increasingly include elements of AI, accounting remains largely a human process. Accounting professionals are, however, turning to AI to automate parts of the tax workflow , including manual data entry. Can AI do accounting? The post How will AI affect accounting jobs?

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ThomsonReuters

MAY 11, 2023

In addition to reducing manual tasks, automation opens the door to direct collaboration with clients, including the ability to share data and documents directly via private accounts, automatically extract data from client source documents, or easily transfer account balances from integrated business tax preparation software.

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ThomsonReuters

DECEMBER 27, 2024

Reporting can be easily imported into your tax preparation software. Download our white paper, Understanding IRS Regulations: Digital Asset Reporting , to stay informed and compliant with the latest tax reporting guidelines. Exclusive integration.

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ThomsonReuters

AUGUST 24, 2021

Keep reading for more resources on how to calculate ROI in your tax technology business case: Webinar: Building a business case for indirect tax automation. White paper: Essentials to building a winning business case for tax technology. Checklist: Find the best indirect tax software for your business.

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