The FTC penalty is $53,088 per violation. The IRS can revoke your EFIN. And IRS Publication 4557 requires a WISP from every tax preparer — no minimum threshold. Free assessment for Colorado firms.

It is important to note that the most widely used document management systems can tie into other commonly used applications like SharePoint, Salesforce, and countless others where API integration is available.  In some cases, redundant systems can be replaced altogether, resulting in immediate hard cost savings.