EFFICIENT WORK FLOW SYSTEM AND METHOD FOR PREPARING TAX RETURNS

摘要

A processor-based method for preparing a tax return using multiple service providers. The method includes receiving at a first service provider an image file that includes a plurality of data values and assigning at the first service provider the image file to a form having a plurality of predefined field names, wherein each of the plurality data values belong to one of the plurality of predefined field names. The method also includes receiving at a second service provider the image file and an input form having a plurality of input fields corresponding to the plurality of predefined field names and associating at the second service provider the plurality of data values from the image file with the plurality of input fields.