Self-Assessment: How Efficient Is Your Firm with UltraTax CS?

Feeling stuck with a slow workflow, but not sure where to start?

This self-assessment will help you identify where your workflow needs attention and show you proven solutions that integrate with your existing UltraTax CS setup.

Written specifically for UltraTax CS users, this assessment will show you:

• Which manual processes you can automate today
• How to eliminate document routing headaches
• Ways to connect UltraTax CS with secure client portals
• Steps to standardize your document management

This Assessment is Built For:

• Firms already using UltraTax CS
• Teams struggling with document organization
• Practices looking to reduce manual work
• Managers who want to standardize processes

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