Free checklist
The pre-season IT checklist for tax practices
Nineteen things to confirm before January, so the only surprises in March are on the returns. Print it, hand it to whoever runs your IT, and see how many come back checked.
Access
Computers
Data
Network and email
Paperwork
Fewer than 15 checked?
That is normal, and fixable before season. We can work through the list with you in an on-site assessment.