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Using Tax Document Automation in the Last Six Weeks of Tax Season 2007

Product Name: GruntWorx by Gruntworx, LLC
Download Type: Case Study
Format: Weblink
Overcome peak workloads during tax season by using tax document automation. In this Case Study, you’ll learn how Matousek Consulting used scanned tax documents to:
- Develop a tax process that could quickly scale to prepare a large number of returns in a short period of time
- Train inexperienced seasonal staff to identify tax forms and enter data
- Create an “Office on the Go” and allow staff to prepare returns from anywhere
- Easily archive source documents to support client requests

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