The Future of Tax Work Begins with Connected Data
Tax teams are under pressure to deliver cleaner, faster work, yet most still rely on disconnected tools and manual audit to tax handoffs. This report breaks down why those gaps persist and how firms are unifying tax preparation, client collaboration, and audit data into one connected workflow with Fieldguide for Tax.
Inside the Report
- Where audit to tax errors originate
- How disconnected systems slow preparation and review
- A day in the life of a broken workflow
- How Fieldguide standardizes TBs, binders, PBCs, and review
- How real time validation and embedded AI improve quality and speed
Why It Matters
Manual reconciliation, incomplete PBCs, and tool sprawl create avoidable delays and risk. Firms using a connected workflow see shorter timelines, fewer errors, and a more consistent client experience. This report shows how unified audit and tax operations unlock capacity, strengthen quality, and give firms a scalable foundation for growth.
