Practice Management How Can You Implement a Firm of the Future Workflow? Read the Article Open Share Drawer Share this:Click to share on Twitter (Opens in new window)Click to share on Facebook (Opens in new window)Click to share on LinkedIn (Opens in new window) Written by Amy Clark Modified Sep 14, 2018 1 min read More and more firms are embarking on the journey to become a Firm of the Future, from getting on the cloud for tax preparation, accounting, file storage and client communications, to offering clients value pricing, and marketing their practices digitally. Chris James, general counsel at James Management Group, has been on the journey with his firm for several years. He recently partnered with us on an eight-part video series that takes a look at each major piece of the tax preparation workflow – with topics on converting to, and preparing, tax returns on cloud software, invoicing, and growing a practice – to give fellow tax professionals an inside look at the potential implications for their firm and workflow based on his own experience. Check out his video series: See the entire Firm of the Future Tax Preparation Workflow series here. Previous Post Above the Forms: 3 Books to Help You Enhance Your… Next Post New IRS Webinar: What You Need to Know About Practicing… Written by Amy Clark Amy Clark is the principal marketing manager for ProConnect™ Tax Online, with an MBA from the University of Texas in Austin. She believes the best training for her current role was growing up with a CPA father who ran his own tax and accounting firm. When she’s not working, she enjoys hanging out with her family, especially traveling to national parks. More from Amy Clark Comments are closed. Browse Related Articles Advisory Services Creating an advisory workflow in the cloud Advisory Services How to prepare your firm for online transformation Advisory Services TaxProTalk: A firm transitions tax software to grow, mo… Advisory Services Tax practice of the future: 3 steps to increase advisor… Practice Management 5 questions every tax firm needs to ask before moving o… Advisory Services Benefits of the cloud for tax professionals Practice Management Firm of the Future Profile: PB Tax and Accounting Servi… Intuit® Accountants News ProConnect™ Tax Online and QuickBooks® Online Accoun… Practice Management An Efficient Workflow Can Help You Speed Your Way Throu… Practice Management How to Simplify the Finish and File Process