Complimentary Whitepaper

The Three A’s of Paperless Organizers: Automate, Accommodate, Acclimate

Learn about the profession’s first digital, FILLABLE client organizers and how to reduce hours of work to minutes.

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For the tax and accounting profession, tax season can make every day feel like you are spinning in circles. When you are working long hours with a to-do list that grows faster than you can check off the boxes, a new solution can feel overwhelming. Client organizers are one of the biggest paper-based processes in the tax engagement life cycle, but the transition from a completely paper process to a digital one can be admittedly slow.


The “secret” of success for digital client organizers that actually work means the mountains of paperwork that once required hours of manual labor can now be sent with a few clicks of a mouse, which translates into minutes per client organizer vs. hours!


The solution? Learn about the profession’s first digital, FILLABLE client organizers and how to reduce hours of work to minutes.