There are two problems with all the paper that used to be involved with tax preparation: knowing where any given piece of it may be at any given point in the process, and knowing where to store it all ...

Tax workflow is notoriously plagued by starts and stops. If your firm is dealing with any of the most common problems outlined in this article that impede what could be a more successful tax workflow, ...

“Why should we change the way we track tax work through the office? Isn’t the manual system better?” I have heard these types of questions many times over the years, and it never surprises me because ...

FRANKLIN, N.C., Sept. 16, 2025 /PRNewswire/ -- Drake Software, a leading provider of professional tax preparation solutions, is proud to announce the launch of a new workflow automation suite that ...

SAN FRANCISCO, Dec. 04, 2025 (GLOBE NEWSWIRE) -- Karbon, the global leader in AI-driven accounting practice management software, today announced the launch of Tax Organizers and Binders powered by ...

To implement automation technology in a tax practice, as the old saying goes, “teamwork makes the dream work.” Organizations will not achieve success with just one person championing the new software; ...

Tax and accounting firms are being pushed to produce more work with fewer people, while relying on tools built for a different era. Traditional workflow systems route tasks but still leave staff doing ...