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Keys to Success for Tax Automation & Outsourcing (whitepaper)

Tax season seems to be getting worse every year. Last minute changes to the tax code, delayed tax software updates, workload compression and a shortage of experienced tax professionals continue to  exacerbate what is already a grueling season for many accounting firms.  Client fee pressures are forcing firms to figure out how to get more productivity out of their existing staff while not burning staff out and while still maintaining a high level of staff engagement.


Yet some firms have been showing strong growth and even increased work-life balance.  To understand how these firms were bucking the general trends, we interviewed a variety of them to see if we could identify the secret to their success.  The primary answers we found: increased tax automation and outsourcing.


This whitepaper describes the eight keys to success for Tax Automation & Outsourcing. You can also request a free copy of this whitepaper by contacting SurePrep at


Original publish date: August 2016

Keys to Success for Tax Automation & Outsourcing (whitepaper)

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