Hi all!
I've recently taken over my dad's firm (sole prop) and desperately need to modernize. I've been helping him out the last few years but was just doing returns, he did all the admin stuff. This year he just did some returns from home and "the way it's always been done" just about did me in! lol
We use Ultra Tax and Virtual Office and that won't change anytime soon. Looking at other posts it seems like I need to go with something like SmartVault (don't have File Cabinet and TR is phasing that out). There are quite a few clients that would use portals to upload info, which would be great, but I also really want something to deliver the returns and also electronically store my workpapers/documents.
What would be your recommendations (tech, procedures, anything) for trying to modernize a very paper-heavy office?
Kristin