Post Season Checklist for Tax Professionals

Post Season Checklist for Tax Professionals

Amid the ever-changing rules and regulations within the tax industry, we at Drake Software understand the importance of consistency and routinization to aid tax preparers in their roles. To achieve this aim, we have curated a post season checklist for tax professionals. This checklist will walk you through closing out the season step-by-step. 

Use this checklist to help enhance:

• Efficiency
• Compliance, and
• Client satisfaction as you close the current tax season and prepare for the next.

Close out tax season strong and get ready for the next!

Download the Post Tax Season Checklist below: