The paper predicament

What CPAs need to know most about making the move to digital document management

Sponsored by SurePayroll, CCH, Doc.It and CCH Small Firm Services

Click here to download.

From sole practitioners and small business owners to leaders at Big Four accounting firms and global financial executives, CPAs are taking every available measure to boost efficiency, build the bottom line, safeguard information, and, increasingly, become environmentally conscious. At the intersection of those pressures is the continuing move away from paper and toward digital document management.

Organizations each have their own story to tell about the path to paperless. In this Special Focus Report, four experts in digital solutions share their knowledge, insights, and best practice tips for creating and maintaining a paperless system.

Contributing to the report are Teresa Mackintosh, software executive vice president and general manager at CCH, a part of Wolters Kluwer; Kerri Gibson, director, ATX Product Management for CCH Small Firm Services, a Wolters Kluwer Tax and Accounting company; Brock Philp, president and CEO of Doc.It; and Michael Alter, CEO and president of SurePayroll, a Paychex company.

Click here to download.

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Filing season quick guide — Tax year 2014

Tax season started Jan. 20. Download our “quick guide,” a printable card that contains dollar thresholds, tax tables, standard amounts, credits, and deductions to keep at your fingertips during tax season.

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Expired tax provisions extended for 2014

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