Practice Management

How Can You Implement a Firm of the Future Workflow?

Written by Amy Clark
Modified Sep 14, 2018
1 min read

More and more firms are embarking on the journey to become a Firm of the Future, from getting on the cloud for tax preparation, accounting, file storage and client communications, to offering clients value pricing, and marketing their practices digitally.

Chris James, general counsel at James Management Group, has been on the journey with his firm for several years. He recently partnered with us on an eight-part video series that takes a look at each major piece of the tax preparation workflow – with topics on converting to, and preparing, tax returns on cloud software, invoicing, and growing a practice – to give fellow tax professionals an inside look at the potential implications for their firm and workflow based on his own experience. Check out his video series:

See the entire Firm of the Future Tax Preparation Workflow series here.

Amy Clark is the principal marketing manager for ProConnect™ Tax Online, with an MBA from the University of Texas in Austin. She believes the best training for her current role was growing up with a CPA father who ran his own tax and accounting firm. When she’s not working, she enjoys hanging out with her family, especially traveling to national parks. More from Amy Clark

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