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Professional Insights

Top innovative practices in tax production

Nov 28, 2023 · 3 min read

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As many of us prepare to roll into another busy season there is a last-chance opportunity to fine tune our tax production processes and consider implementing proven best of breed applications allowing us to work more effectively within our practices, and just as importantly-with our clients! Below, are top tax innovative practices and applications backed by the latest CPA Firm Management Association’s (CPAFMA) Digitally Driven Firm Survey.

Cloud-based tax production: While many firms are comfortable running applications locally on their

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