税务软件缺口分析工作表

A practical guide for post-tax season evaluation Client collaboration Workflow efficiency(Score:―) Why evaluate now? Tax season just revealed yourinefficiencies in real-time. Nowis the perfect time to documentwhat went wrong while it’sfresh in your mind, so you can Rate how well your current systemhandles client interaction: Rate how well your current systemstreamlines daily operations: •Secure document exchangeportal– Can clients safely •Central dashboard for staff/clients/projects– Can you see •Real-time client status tracking– Can you instantly see where •eSignature capability–Can clients sign documents •Online bill pay– Can clientspay invoices directly through •Automated data flow– DoesK-1 info automatically populate Essential features •One-time or zero-time dataentry– Do you re-key the same •Web-based client organizer–Can clients complete tax Instructions:Review eachfeature category below andrate your current system’s •Multi-monitor support–Can you work across multiple •Two-way communication tools– Can you and clients messagesecurely within the system? Rating scale: •1 = Poor(Feature missingor severely inadequate)•2 = Below Average(Featureexists but causes frequentproblems)•3 = Average(Feature worksbut has room for improvement) •Automatic updates–Do updates install without •Full-text search capability–Can you search within •Tax scenario planning features–Can you model “what-if” scenarios •Document annotation options–Can you mark up PDFs within •Legislative update alerts–Does the system notify you of Vendor evaluation questions Calculate your total score When meeting with potential providers, ask: Add up your five category scores: •Do you provide a dedicated onboarding specialist?•What training options are available?•How do you support firms during implementation?•What is your typical implementation timeline? Total score:― What your score means: •20-25– Your current system is strong; focuson minor improvements•15-19– Significant gaps exist; start researchingalternatives Your workflow shouldn’t work against you You know that gap between where your firm is today and where youwant it to be? Thomson Reuters®can close it. Our purpose-built, fullyintegrated tax automation suite transforms every step of the workflow— from document gathering through final delivery — with seamless,