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Delivering tax returns

13 Feb

Posted at 18:10h in Accounting practice management, Accounting workflow, CPA, CPA Lives Matte, CPA practice management, CPA workflow, Delivering tax returns, Practice Management, Tax practice management, Tax prep workflow, Tax preparation, Workflow by
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Most clients prefer water boarding to the way CPA, accounting, and tax firms e-deliver tax returns. The CIA has nothing on us.  Under the threat of un-filed returns and IRS letters, we force clients to parse through a PDF nightmare known as the “government” copy.   Define...