Moving to a paperless tax workflow is a matter of efficiency. There’s no reason you can’t work with digital tax workpapers the same way you would with paper ones. Training your staff to use software tools that make it easy to work with electronic documents will make a difference in time savings during tax season.
One of the most basic software tools available to your firm is PDF viewing and editing programs, like Adobe Acrobat. Adobe Acrobat Standard and Pro products allow you to leverage the types of functionalities you need to make tick marks, comments, and annotations on the electronic workpapers. (To learn exactly which product does what, see this detailed list of Adobe Reader vs. Acrobat capabilities)
Five Crucial Best Practices on Your Journey Down the Paperless Trail
Learn how firms are implementing technology and procedural improvements to streamline the tax workflow and significantly reduce the use of paper.
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Five Essential Techniques for Preparing Returns Using Scanned Tax Documents
Adobe® Acrobat® Standard provides all of the capabilities needed to prepare and review returns using PDF source documents. Learn the five essential techniques for using Adobe Acrobat to prepare returns using scanned (PDF) tax documents.
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Creating Tick Marks with Adobe Acrobat on Scanned Tax Document PDF Files
Use this step-by-step guide to learn how to insert tick marks onto your scanned tax documents and enable other users to add their own comments.
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