John Tauer, managing principal of CLA’s nonprofit team, said, “We’re moving to an online collaborative approach with CLA 990 Exchange. In real time, we can see the client’s information submission progress, and then flow that information to our tax software, increasing the efficiency of the data gathering process. In addition, this allows for more time to focus on the critical insights identified during the compliance process.”
John Tauer, managing principal of CLA’s nonprofit team, said, “We’re moving to an online collaborative approach with CLA 990 Exchange. In real time, we can see the client’s information submission progress, and then flow that information to our tax software, increasing the efficiency of the data gathering process. In addition, this allows for more time to focus on the critical insights identified during the compliance process.”