Report: The Automated Tax Office Technology increasingly provides tools that can cut time from the tax preparation process. However, hav­ing tools available does not mean

they are always welcome at a tax and ac­counting firm. Sometimes, the barrier to improvement is the attitudes toward the technology on the part of some clients. It can also stem from partner attitudes. Download this free report to discover all the new tools available.

Sponsored By:

Doc.It has added an autofiling feature that enables firms to file documents from tax, time and billing, and other software programs to a designated Doc.It User Inbox, a folder in a Doc.It Work Binder or to the client's Archive. The latest additions to the software also include time-and-billing integration and workflow enhancements.

Imagine this. Your firm starts receiving calls and emails from clients saying they've been the victim of tax refund identity theft. Sure, you've seen a few of these cases and have a process in place to assist clients, but this appears to be different. The volume of victims is far more than what you'd ever expect.

Bookkeepers have emerged as technology leaders and are adopting modern technologies quickly. That is one of the conclusions of the State of Bookkeeping Practices 2016 Survey, which was sponsored by Bill.com.