COVID forever changed how businesses view their internal practices and processes. It influenced businesses of all sizes and industries, posing new difficulties for staying connected. The pandemic demonstrated that all businesses should integrate digital instruments into daily routines. They became vital for far more than hybrid working models.
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The pro-series document management system is easy and affordable, allowing you to increase office efficiency and go paperless. The implementation time is around 10 minutes. Import clients from Pro Series tax program, creating a folder structure for each client. In options, set to automatically save client copies as PDF in the document management system. Tax returns are saved in a directory under tyo 9 tax return.
