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Two recent surveys of 1,500 consumers who had interacted with the home buying and mortgage process within the past two years identified opportunities to improve and modernize the appraisal and closing processes, while also providing a better consumer experience.

How do you know when your firm needs to reevaluate its tax preparation software?

What red flags silently wave that are often overlooked (or are simply ignored)? Are you hoping that you’ll just know when it’s the right time to take the leap and invest in new technology that will help you better serve your clients?