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How Can We Better Streamline And Automate Our Tax Compliance Process?

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Brian Weaver, CPA, MBA
First, an understanding of the current process, data, systems, personnel, and workflow is necessary to develop a base understanding and identify pain points. The compliance process is typically a great area for internal process improvement due to large amount of data that is often in various formats and manually-performed steps. The key is gathering the right data and using the right tools to streamline the filing of returns, forms, and data to the taxing authorities.
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