Ask any accountant about tax season, and they’ll have a similar response: tax season is challenging and time-consuming. It’s not uncommon for clients to overburden their tax accountants during the busy tax season. The tax filing process is riddled with inefficiencies, resulting in stressful workloads for tax accountants. Typically, accountants will prepare a checklist manually and send them to clients. Clients respond by sending their tax documents. However, they often forget to send crucial documents, meaning the tax professional must halt their filing midway abruptly. This halt affects the workflow because they must wait to receive the remaining documents before completing their client’s remaining T1. The process necessitates constant back-and-forth communication with the client and copious amounts ofnon rewarding admin work. Accountants constantly search for newer and more effective ways to simplify and expedite the process, and digital tools and technologies like Taxbotic might hold the answer to the problem.

Technological advancements have benefitted numerous industries, and the accounting sector isn’t exempt from it. Digital tools and technologies have revolutionized how accounting practices share documents with clients. Likewise, these tools and technologies have also profoundly impacted how accounting practices communicate with clients.

Taxbotic is an excellent illustration of how software solutions have assisted tax accountants with tax filing workflow. Taxbotic helps tax professionals streamline their T1 processes by automating T1 data collection for them. Instead of filling out manual checklists, tax professionals can request all the necessary documentation from clients with a single click. The cloud-based system alerts tax professionals when they’ve received all the pertinent information to begin working on their client’s T1. Doing so saves tax professionals the hassle of leaving a T1 filing midway due to insufficient information.

Taxbotic simplifies and expedites the entire tax filing process. All tax professionals must do is send an email invite to their clients. Clients can use the email invite to sign up, where they’ll receive a short questionnaire to complete. Once completed, Taxbotic automatically creates a checklist of documents required from the client. Clients can use the software to upload all their documents safely, rendering them ready for the tax professional to file.

Taxbotic is state-of-the-art, cutting-edge software that’s the brainchild of a mix of Chartered Professional Accountants (CPAs) and technology entrepreneurs. Unlike most other accounting software, Taxbotic has a singular goal: to improve personal tax workflow by removing unrewarding functions.

In conversation with us, a company spokesperson shared, “We’ve designed Taxbotic to help Canadian accountants stay one step ahead of the tax filing process. Our secure, cloud-based software assists tax accountants by automating T1 data collection. As a result, tax accountants become free from performing mundane and repetitive tasks. In addition, our T1 workflow management solution streamlines your business processes by ensuring you only begin working on filing a client’s T1 after you’ve received all the pertinent information. All it requires is a single click to help you get started. Taxbotic has proven an invaluable resource for numerous tax accountants nationwide. We hope to continue assisting tax accountants with tax-filing activities.”

Accountants interested in the can try the free 14-day trial before purchasing the software. It’s available in a software as a service (SaaS) model.

About Taxbotic

Taxbotic is a secure, cloud-based tax return preparation solution benefitting tax accountants across Canada. The software features numerous tools that help eliminate inefficiencies. It also eliminates the need for manual checklists and automates the T1 data collection process, meaning accountants don’t have to engage in frequent back-and-forth with clients.

Contact Taxbotic

Website: www.taxbotic.com