Accounting and automation have become parallel concepts. More and more accounting firms are ditching mundane, repetitive tasks, and relying on digital tools to help them with it. As a result, the accounting profession is changing a great deal as clients expect their accountants to do more than just the math for them.

However, despite automating most accounting tasks, tax preparation and filing remains a core area that requires precise accounting skills. From collecting files to keeping tracks of clients’ documents, ahead of the tax season, accounting and tax professionals are often in a frenzy.

But what if we tell you that AccountantWS – a next generation accounting practice software – can ease tax preparation too. Don’t believe us? Read on to learn more.

Features of AccountantWS for Automated Tax Preparation

For most accounting and tax professionals, managing the bulk workload ahead of tax season is a daunting task. Here’s how incorporating AccountantWS in your tax practice management will ease the load.

Online Document Storage

According to estimates, document-related challenges cause a loss of 21 percent productivity . Moreover, a lot of paper documents go missing thus causing stress and delays for both clients and the tax firms.

With AccountantWS robust document storage feature, you can sit back and collect as many clients’ documentation as you like. Further, the self-organization feature of the document storage makes it more convenient to categorize and segment documents.

Smart Analytics and Overview

Instead of being reached out by clients during tax season , the smart analytics feature offers you an overview of each client's tax record. With year wise filing, segmented documentation, and priority-based distribution, you can keep track of all client’s tax-related tasks.

Automated Workflow and Reminders

Bulk reminders and automated workload distribution offer a seamless operation during busy seasons. With AccountantWS accounting and tax preparation software, you don’t need to worry about human errors, missed deadlines, or lack of communication between the client and the team.

Integrated Communication Tools

AccountantWS also supports third-party apps and offers communication tools such as automated emails. Through this feature, tax professionals can conveniently streamline their communication, inquire regarding client’s missing items, and keep a track of every tax-related activity ahead of the time.

Want to Know More? Talk to Us!

We at AccountantWS believe in making accounting agile and reliable. With our advanced accounting solutions, secure portal for tax documents, and cloud-based tax preparation program, we seek to digitize the accounting industry for good. If you have any questions regarding our product or want to book a free demo, reach out to us.