For years, companies have used technology to increase efficiency and profitability. In today’s recessionary environment, margin optimization is a top priority of leading CPA firms, and newly patented scan and populate technology deliver meaningful savings to the bottom line.

In this session, we’ll look at statistical data to prove how technology-driven firms reduce costs and increase margins in their 1040 tax practices. We’ll demonstrate some of the ways you can use technology to drive savings to your CPA firm’s bottom line.

Learning Objectives:

• Identify how to eliminate human verification for native PDFs


• Determine how to cut review time in half so those hours can be spent on high-value services


• Determine onshore and offshore resources to reduce costs


• Identify ways to automate and stream 1040 client collaboration