TaxWise — TaxWise
800-755-9473www.taxwise.com
800-755-9473www.taxwise.com
The time is now! If not now, when? Electronic document management systems (EDMS) for the tax and accounting practice have come of age. We are rapidly approaching the point where document management reaches critical mass in the tax and accounting profession, defined here as when the number of firms that have implemented EDMS outnumber those that haven’t.
888-790-7045www.acct1st.com
800-PFX-9998tax.cchgroup.com
The evolution of document management systems has created a market of additional software and services that enhance or supplement the core document management application.
It may be an over simplification to say that all clients are different, but this is one of the reasons that tax preparation can be challenging.
The professional service trades have a long history of relationship networking and have often utilized the power of community to get new clients, to meet more prospects and to generally market their services, but there is more to be accomplished.
You never get a second chance to make a first impression. Think about that when you undertake the task of designing a new or improved web site strategy for your firm. Your web site will continually evolve as your virtual office of the future, serving as a gateway to new clients, a service center for existing clients, a recruiting tool for new employees and more.