Most accountants work in teams, which means they can benefit from features that improve efficiency in teamwork.
For tax research, it is common for the client manager to delegate work to an accountant. This accountant needs to record the facts of the scenario and complete the research.
Before SavvyWise, often the accountant who was delegated the research task would perform it in isolation away from the client manager. The client manager would not see what search terms the accountant used or all the source information cited in the search results.
Instead the accountant would typically gather their research notes and presents them back to the client manager for review. The client manager would then review the work, which might result in them conducting their own research in isolation of the accountant. This could mean time was spent duplicating work and the accountant may miss out on learning from the client manager’s tax research processes.
When SavvyWise is used there can be oversight and quicker reviews.
The client manager and accountant can collaborate by accessing the same searches within their separate SavvyWise accounts.
They can share comments with each other, which allows the client manager to teach the accountant best practices.
Since the client manager has access to the searches, they are better able to oversee the research and gain confidence that everything necessary has been completed.
Reviews can be completed at a faster pace thanks to this team collaboration.