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A winning tax workflow automation solution increases a firm's efficiency which alleviates staff frustration and manual work. 


Three things to consider as your firm faces the balance between great client service and happy staff.

Price. Choose pricing that is transparent and all-inclusive makes budgeting a breeze.

Staff. Reducing the time staff spends on labor-intensive tasks increases their work-life balance, which also increases staff retention.

Clients. Firms are successful when clients have an outstanding experience.