Coordinate and collaborate with efficiency during your busiest time of year with the all-new AICPA Interactive Tax Checklists. This new workflow efficiency tool includes the content you trust in a new online environment. By leveraging more than 30 years of experience publishing our popular annual
Tax Practice Guides and Checklists, we now offer a high-quality interactive option for today's digital CPA. With advance sharing and collaboration capabilities, visual navigation and checklist review status, you will experience a more efficient process for managing your upcoming tax season.
This
new dynamic tool gives tax preparers:
- Process Control and Standardization - Now everyone preparing returns at your firm can leverage the gold standard AICPA tax checklists to minimize errors and omissions and provide helpful triggers for newer staff.
- Firm-Wide Collaboration - Collaboration amongst your staff will be simpler, and more efficient, than ever before. The tool supports a multiple level review process. Your firm will no longer need to pass a document via email or worry about managing version control issues.
- Enhanced Client Service - Leveraging the full capability of the Interactive Tax Checklist will result in more accurate and timely output and, ultimately, increased client satisfaction.
- Workflow Management - The Interactive Tax Checklists include a dashboard view of all checklists in progress as well as a visual navigation within each checklist to determine the level of completeness. You are able to track reviews, comment on items, and even sign off.
- Easy Access - This tool can be accessed through a secure login on any Internet connection with a PC or tablet, ideal for staff working on-site or remotely.
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Firm Access Special Pricing
Through our affiliate option, Tax Section members have the ability to add access for additional staff who are not members of the Tax Section, including paraprofessionals, temporary/seasonal employees and non-CPA staff, for only $50 per user – a savings of 75% off the retail price. To take advantage of this benefit, click here to purchase affiliate access. Be sure to login to receive the affiliate pricing at checkout.
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Not a Tax Section member? Join the AICPA Tax Section today and gain access to this new Interactive tool.
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We welcome your comments and suggestions about the product. Please email them to innovation@aicpa.org.
Tutorial
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Learn about the new Interactive Tax Checklists by watching this tutorial that demonstrates how to navigate, search, and more! |
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Frequently Asked Questions
We have developed a comprehensive list of frequently asked questions related to this product.
You can see the full list of FAQs here. Below are examples of these types of questions we have addressed.
- How are the Interactive Tax Checklists different than the Word and PDF versions?
- Will the content and layout look the same as the Word and PDF versions?
- I am a tax section member and receive the Interactive Tax Checklists as a member benefit. However, other associates in my firm are not. How do I get them access and is there a fee?
See the full list of FAQs.