Jason On Firms Podcast 456 The Most Important Software Tax Firms Will Buy!
May 14, 2025
Discover the transformative power of tax workflow software, which enhances efficiency compared to traditional tools. Delve into essential software recommendations, highlighting automation strengths and industry challenges post-mergers. The discussion also covers delivery and intake processes, emphasizing automation features of SafeSend and innovative practice management solutions. Get insights on how these technologies can revolutionize billing and overall firm management!
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Tax Workflow Software Importance
- The most important tech for tax firms is tax workflow software, not tax prep software.
- Tax workflow tools automate intake, prep, and delivery around tax software forms.
Manage Tax Workflow Tool Costs
- Invest in tax workflow tools if they help you move towards charging more and running a premium firm.
- Beware the cost relative to your fees; expensive tools may hurt margin in low-fee firms.
Buy Based on Current Software State
- Buy software based on its current capabilities, not future promises.
- Implement new tech post-season to work out kinks before next tax season.