Documents and templates
Documents and templates where the work happens. Client documents held against the right entity, and templates that stop every job being rebuilt from scratch.
Where the
work happens
Client documents held against the right entity, and templates that stop every job being rebuilt from scratch.
Templates that
stop rework
A provisional tax return starts from the provisional tax template, not from last year's file with the names changed. Every job starts from a known place.
Against the
right entity
Documents live against the entity they belong to, so when a trust changes trustees the file is already in the right place. No more hunting through shared drives.