Use the weeks before October 15 to test your technology partner and identify gaps before spring workload ramps up
Highlights
- Firms continue to face recruiting and retention challenges, making efficiency gains increasingly important ahead of busy season.
- Extension season provides a rare opportunity to assess workflows, test solutions, and prepare teams before peak filing volume returns.
- Leading solutions can capture data from more than 40 IRS forms and supporting documents, helping firms scale preparation without adding staff.
To dig deeper, visit the original article on the Thomson Reuters blog.