December has come again, and it’s time to predict the big stories for 2019. Here are the seven trends I think will have transformational impact on practitioners and their firms in the coming year:
Automated document retrieval, data extraction, and data import will drive productivity in the 1040 and client accounting space in 2019. Tools like SurePrep Tax Caddy, Entryless, CCH Engagement Organizer, Citrix ShareFile Request List, FileThis Pro, Hubdoc, Receipt Bank Fetch, and Intuit Link currently set the standard for client online interaction, automated data retrieval, data extraction, and efficiency for both accountant and client.
Author: Brian Tankersley