Practice Management How Can You Implement a Firm of the Future Workflow? Read the Article Open Share Drawer Share this:Click to share on Twitter (Opens in new window)Click to share on Facebook (Opens in new window)Click to share on LinkedIn (Opens in new window) Written by Amy Clark Modified Sep 14, 2018 1 min read More and more firms are embarking on the journey to become a Firm of the Future, from getting on the cloud for tax preparation, accounting, file storage and client communications, to offering clients value pricing, and marketing their practices digitally. Chris James, general counsel at James Management Group, has been on the journey with his firm for several years. He recently partnered with us on an eight-part video series that takes a look at each major piece of the tax preparation workflow – with topics on converting to, and preparing, tax returns on cloud software, invoicing, and growing a practice – to give fellow tax professionals an inside look at the potential implications for their firm and workflow based on his own experience. Check out his video series: See the entire Firm of the Future Tax Preparation Workflow series here. Previous Post Above the Forms: 3 Books to Help You Enhance Your… Next Post New IRS Webinar: What You Need to Know About Practicing… Written by Amy Clark Amy Clark has worked in marketing at Intuit for more than 12 years on a variety of products, ranging from QuickBooks Desktop to ProConnect Tax Online. Her favorite part of her job is working with customers to understand their pain points, and then collaborating with her team to address them. She lives in the Dallas area with her family, and spends most of her spare time cheering on her daughter in sports and theater. More from Amy Clark Comments are closed. Browse Related Articles Practice Management ProSeries® Tax spotlight: David Davis, CPA Advisory Services Mason Quist and his advisory practice Practice Management ProConnect™ Tax spotlight: Chris Picciurro, CPA/PFS Client Relationships Show your clients some love Tax Law and News Free downloadable tax resources for you and your clients Practice Management The strategic edge of niche specialization Tax Law and News Cambios y tendencias fiscales para 2025 Tax Law and News Tax changes and trends for 2025 Workflow tools Feature video: Intuit® ProConnect™ Tax check boxes Practice Management Guide to marketing your tax firm