Traditional research methods mean your tax firm is silently paying a hefty price, both in operational costs and missed opportunities.
Sifting through endless articles, legal texts, and updates in tax laws is not only time-consuming but also prone to human error. For instance, a tax professional might spend hours or even days trying to interpret a new tax regulation and still miss the mark.
If you're taking care of clients 9 to 5, Monday through Friday, that means you're working nights and weekends to find the information you need. This method inflates your operational expenses, caps your capacity to take on new clients, and delays the delivery of vital advisory services.
Your firm deserves better. Ditch the ineffective search-and-read approach for an AI-powered tax assistant that will blow you away every day.
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Traditional tax research methods are holding your firm back, consuming valuable time, and limiting your ability to serve more clients effectively. The average firm spends at least 20% - 40% of its time searching for information. Searching for changes to tax regulations, researching articles, and staying abreast of current event for clients.
It's easy to spend at least 10 potential billable hours each week doing tax research. If your practice has 5 employees, that's equivalent to 6 full days of lost billable time each week, which amounts to a staggering 300+ days a year spent sifting through and researching tax laws.
Streamline your research, reduce errors, and free up your team to focus on client engagements and growth. CountingWorks PRO AI-powered tax assistance is a smarter way to work.
Upload PDF documents, like last year’s tax returns, and let Co-Pilot create personalized tax plans for your clients in minutes.
Receive an email from a client with a question you can’t answer? Let Co-Pilot do the research and write a response for you.
AI Co-Pilot can do in seconds what a human tax assistant would need hours to accomplish. This frees your staff to focus on other tasks only they can do.
Below is a personalized, year-long tax planning strategy developed by CountingWorks, Inc., specifically for a freelancer earning $75,000 with multiple 1099 clients....
1. Establish a Robust Recordkeeping System
2. Manage Quarterly Estimated Tax Payments
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