I just started with a financial planning firm that gets deep into tax prep and tax planning. Last season, their workflows/processes for tax prep where dated using the folder method and excel for tracking.
Any suggestions on software that can help with workflows? Specific tax prep workflow software or other solutions?
After a few quick searches, anyone have experience with Jetpack, File In Time, ATOM, Trello, SurePrep, OfficeTools, GruntWorx, XCM???