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What’s your firm’s tax technology readiness?
Looking to transform your firm’s efficiency and client experience? Take this 3-minute quiz to identify the biggest bottlenecks in your tax workflow and discover the right solution to eliminate them.
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A.
Small (1-3 employees)
B.
Mid-sized (4-29 employees)
C.
Large (30+ employees)
D.
Not sure.
What is your firm size? (Select one)
1.
1/7
During tax season, which process consumed the most unexpected time? (Select one)
Client document collection
Data entry
Review process
E.
Research and analysis
2.
Client communication
2/7
How do clients submit tax documents to your firm? (Select one)
Paper documents dropped off in person
Email attachments
Secure client portal
Mobile app uploads
3.
3/7
What percentage of returns require rework due to errors or missing information? (Select one)
Less than 10%
10-25%
26-50%
More than 50%
4.
4/7
Are you using scan and populate software for tax document processing? (Select one)
Yes
No
We send all unfamiliar matters to outside counsel.
A mix of the above.
5.
5/7
How do your current systems communicate with each other? (Select one)
Fully integrated ecosystem
Partial integration with some manual transfers
Complete manual transfer between systems
Any of the above, depending on the matter type or cost.
7.
6/7
Which of these AI-powered solutions are you currently using the most?
Automated data extraction from tax documents
AI-assisted tax research
Predictive analytics for client advisory
Chatbots for client communication
Not sure, everything feels like a priority.
8.
Next page
7/7
Connect with our team
Learn more about UltraTax
RESULTS
Efficiency Optimizer
Your assessment Your firm is handling solid fundamentals but could dramatically boost productivity with smarter automation.
Key insights
Recommended solution: UltraTax
Smart data entry: Automated population reduces manual input by 70% Streamlined review: Built-in error checking catches issues before they become rework Seamless integration: Works with your existing workflows without disruption
UltraTax's advanced automation features can eliminate your biggest time drains:
Manual data entry and review processes are eating up valuable time Your current document collection methods create bottlenecks You're missing opportunities for automated data extraction
Key insights Discover how your organization can maximize efficiency and reduce costs.
Download the white paper →
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Learn more about SafeSend
Client Experience Transformer
Your assessment You're operationally solid but client interactions and document management are creating friction and rework.
Recommended solution: SafeSend
AI-powered document collection: Automatically generate document request lists and collect client source documents, saving time and reducing errors Secure client portal: Eliminates document collection headaches Tax return assembly & delivery: Quickly assemble and deliver tax returns digitally, including payment vouchers and K-1s, all in a few clicks Electronic signatures: Streamlines approvals and reduces back-and-forth Automated reminders: Keeps clients on track, reducing your follow-up time
SafeSend transforms how you interact with clients throughout the tax process:
Document collection inefficiencies are costing you time and client satisfaction Rework rates suggest communication gaps with clients You're ready to modernize client touchpoints
Digital Innovation Leader
Recommended solution: CoCounsel Tax
Your assessment Your firm is ready for cutting-edge technology to unlock advanced capabilities and competitive advantages.
You have strong remote capabilities but could optimize further Low error rates show you’re ready for AI-powered enhancements Your integrated approach positions you perfectly for advanced AI tools
AI-powered research: Instant access to complex tax guidance Predictive analytics: Proactive client advisory opportunities Intelligent automation: Advanced document processing and analysis Template creation: Codify firm expertise into repeatable, scalable workflows
Learn more about CoCounsel Tax
CoCounsel Tax leverages AI to elevate your entire practice:
Learn more
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AI-powered Document Collection: Automatically generate document request lists and collect client source documents, saving time and reducing errors Secure client portal: Eliminates document collection headaches Tax Return Assembly & Delivery: Quickly assemble and deliver tax returns digitally, including payment vouchers and K-1s, all in a few clicks Electronic signatures: Streamlines approvals and reduces back-and-forth Automated reminders: Keeps clients on track, reducing your follow-up time
Key insights: You have strong remote capabilities but could optimize further Low error rates show you’re ready for AI-powered enhancements Your integrated approach positions you perfectly for advanced AI tools
Recommended solution: CoCounsel Tax CoCounsel Tax leverages AI to elevate your entire practice: AI-powered research: Instant access to complex tax guidance Predictive analytics: Proactive client advisory opportunities Intelligent automation: Advanced document processing and analysis Template creation: Codify firm expertise into repeatable, scalable workflows
Learn more about CoCounsel Tax →
Connect with our tax team
Read the white paper →
Your assessment: Your firm is ready for cutting-edge technology to unlock advanced capabilities and competitive advantages.
Recommended solution CoCounsel Tax
CoCounsel Tax leverages AI to elevate your entire practice: AI-powered research: Instant access to complex tax guidance Predictive analytics: Proactive client advisory opportunities Intelligent automation: Advanced document processing and analysis Template creation: Codify firm expertise into repeatable, scalable workflows
Recommended solution: UltraTax UltraTax's advanced automation features can eliminate your biggest time drains: Smart data entry: Automated population reduces manual input by 70% Streamlined review: Built-in error checking catches issues before they become rework Seamless integration: Works with your existing workflows without disruption
Key insights: Manual data entry and review processes are eating up valuable time Your current document collection methods create bottlenecks You're missing opportunities for automated data extraction
Learn more about UltraTax →
Your assessment: Your firm is handling solid fundamentals but could dramatically boost productivity with smarter automation.
Key insights: Manual data entry and review processes are eating up valuable time. Your current document collection methods create bottlenecks. You're missing opportunities for automated data extraction.
Learn more about your recommended solution, UltraTax →
Solution 1: SafeSend Focus Client Experience Transformer
Recommended Solution: SafeSend SafeSend transforms how you interact with clients throughout the tax process:
Next Step: Discover the future of tax practice →
Your Assessment: You're operationally solid but client interactions and document management are creating friction and rework.
Key Insights: • Document collection inefficiencies are costing you time and client satisfaction • Rework rates suggest communication gaps with clients • You're ready to modernize client touchpoints
• AI-powered Document Collection: Automatically generate document request lists and collect client source documents , saving time and reducing errors. • Tax Return Assembly & Delivery: Quickly assemble and deliver tax returns digitally, including payment vouchers and K-1s, all in a few clicks. • Secure client portal: Eliminates document collection headaches • Electronic signatures: Streamlines approvals and reduces back-and-forth • Automated reminders: Keeps clients on track, reducing your follow-up time
Your assessment: You're operationally solid but client interactions and document management are creating friction and rework.
Key insights: Document collection inefficiencies are costing you time and client satisfaction Rework rates suggest communication gaps with clients You're ready to modernize client touchpoints
Learn more about SafeSend →
Recommended solution: SafeSend SafeSend transforms how you interact with clients throughout the tax process: AI-powered Document Collection: Automatically generate document request lists and collect client source documents, saving time and reducing errors Tax Return Assembly & Delivery: Quickly assemble and deliver tax returns digitally, including payment vouchers and K-1s, all in a few clicks Secure client portal: Eliminates document collection headaches Electronic signatures: Streamlines approvals and reduces back-and-forth Automated reminders: Keeps clients on track, reducing your follow-up time
Find the right know-how tools
No attorney can be an expert in every area of law. But all attorneys can stretch into new areas of law when they have the right resources. Legal know-how tools that are written by lawyers at the top of their practice areas can help your department deliver broader services to the business and develop your team.
Chart your legal tech roadmap
We get it. When you’re always fighting fires, you can’t find time to map out your ideal state for the department, much less decide what to change first. Creating a Legal Tech Roadmap for your department would be a great next step for you. And if you already have one, it could be time to revisit it.
Which digital tools do you offer clients? (Select all that apply)
Client management and collaboration tools
Electronic signature capabilities
Online scheduling system
Digital payment options
6.
