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SIMPLE
COMPLEX
TAX
Few Supporting W2/1099/K1 Documents
Kid's Returns
Prepare in less than two hours
Many K1s
Various supporting Schedules (C/D/F)
Prepare in 8+ hours
SALES
APPROACH
SOFTWARE
WHAT
WORKS
WELL
SOLUTION
PROBLEM
TAX
Gathering Documents
Portal
Showing prior-year documents
Liscio, Truss, Stanford Tax
Minimizing practitioner and client time
SALES
APPROACH
SOFTWARE
WHAT
WORKS
WELL
SOLUTION
PROBLEM
TAX
Tax Organizer completion typically less than 20%
Electronic Organizers
Extracting organizer from tax product and reducing the unneeded options
Liscio, Soraban, SafeSend (poorly), Thomson Reuters (OK)
Minimizing practitioner and client time
SALES
APPROACH
SOFTWARE
WHAT
WORKS
WELL
SOLUTION
PROBLEM
TAX
Tax return delivery, possibly with eSignature
Portal
Liscio, SafeSend (very well), HubSync
Extracting organizer from tax product and reducing the unneeded options
Reduce practitioner, administrative, and client time, shortening the revenue cycle
SALES
APPROACH
SOFTWARE
WHAT
WORKS
WELL
SOLUTION
PROBLEM
TAX
Tax return prep and a lack of labor
Outsourcing or AI
Trusted outsourcers or AI automation
Black Ore Tax Autopilot, Additive AI
Increasing capacity at reasonable costs, reducing cycle time
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