Accounting firms across the country were faced with moving their employees to secure and productive work-from-home setups at the beginning of 2020. As states have slowly reopened, this short-term solution has seemingly become a permanent accommodation. That has resulted in firms of all sizes investigating platforms that can deliver the ideal telework infrastructure.
Successfully transitioning a significant portion of your workforce to an online work environment requires implementing a number of hardware and software solutions for both the firm and individual employees:
Reliable, high-speed Internet
Customizable hardware firewalls
Robust security software
Web-accessible applications, such as document management, accounting, and tax software
While you’re researching myriad telework-related products, be sure to consider programs and services that improve workflow. They can be an invaluable resource, especially when trying to resolve efficiency bottlenecks. Tax automation products, in particular, save time that you would otherwise dedicate to tedious document organization and data entry.
GruntWorx provides a number of workflow-improving tax automation solutions that seamlessly integrate with most professional tax preparation software. Since our Organize LITE, Organize, Populate, and Trades products are web-based, you can access them from anywhere—a perfect fit for any remote tax-prep setup.
How will GruntWorx tax automation help me work remotely?
As you well know, the first step in preparing a client’s tax return is making sense of the random stack of papers they shoved into a shoebox—sometimes minutes before arriving at your office. Even when clients send a scattershot series of scanned tax documents electronically, the situation can be pretty grim. Products like Organize LITE and Organize can sort out the problem.
Organize LITE converts scanned tax documents into a searchable PDF that’s bookmarked in the order of a Form 1040 in a matter of minutes. Tax professionals who want even better accuracy choose the standard Organize, which features human validation. US-based GruntWorx tax automation specialists verify that the tax data from scanned tax documents is accurately represented on every Organize PDF. The next step in reducing remote workload is cutting out manual data entry.
Populate takes tax information from Organize PDFs and inserts it directly into most professional tax preparation software. Since GruntWorx users report saving up to an hour or more on every return they prepare, that translates to a considerable time savings during filing season and beyond. Just like Organize, Populate includes human validation, so you can trust the data going into your tax preparation software is accurate. But Forms 1040 aren’t the only tax documents that benefit from tax automation.
Trades creates import-capable Excel spreadsheets from scanned Forms 1099 and consolidated brokerage statements. Anyone who has ever prepared returns for clients with a sizeable investment portfolio will immediately see the benefit of not needing to key that data.
How do I learn more about tax automation?
Learning more about tax automation is as easy as using it: Visit GruntWorx.com to sign up for a free trial, schedule a demonstration, or attend a webinar.
It’s never too late to improve your remote-work game. Tax automation will take care of the tedious tasks, so you can focus on more important things.
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