Tax Season Checklist

Now is the best time to prepare for tax season. In this guide, you will discover the nine things you can do today to improve your next tax season:

1. Taking a look back
2. Setting goals
3. Planning ahead
4. Updating software
5. Reviewing tax laws
6. Evaluating your pricing
7. Preparing your clients
8. Organizing your data
9. Automation

Complete the form to download your Tax Season Checklist today.

IRIS’s Document Management software is a valuable solution for the organization as you prepare for this tax season. It finds the documents you need in seconds, and creates a bespoke, secure database for your firm. Our document management solution is more than just a safe way to store files, it’s a way to streamline your firm, helping you optimize and automate key processes while eliminating duplicate files.