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Jim Bourke CPA.CITP

Jim Bourke CPA.CITP

WS+B’s Experience with Tax Document Automation

Friday, 08 May 2009

As we migrated from a manual to an all digital environment on the tax side of our practice, it was only natural that we moved into the area of tax document automation.  Tax document automation is viewed as the ability to populate tax preparation software, automatically (with little or no human intervention) from a digital image of a source document such as a W-2, 1099, K-1, 1098, etc.

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