Having the right tax technology as the foundation for your firm’s tax preparation workflow has never been more important.
The last several years have seen an increased pace of change in tax regulations and filing deadlines. Tax professionals are expanding their knowledge about newer areas of tax, such as cryptocurrency.
To leverage the greatest value from tax software, it’s essential to consider the needs of your firm, preparers, and clients. Not all tax solutions drive the desired efficiency, data insights, or client experience.
In this eBook, we’ll discuss ten must-have capabilities modern firms need in a cloud tax preparation platform.
Founded in 1909, the California Society of Certified Public Accountants (CalCPA)
is the largest statewide professional association of certified public accountants in the United
States. CalCPA offers a wide variety of benefits and services for CPAs and financial professionals.
CalCPA, with 14 chapters located throughout the state, is committed to the education and betterment
of our members and the profession.
CalCPA Institute is a registered 501(c)(3). EIN: 20-0978565 | CalCPA Education
Foundation is a registered 501(c)(3). EIN: 94-613084