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Reference Guide Introduction

Table of contents
The FSO Tax Technology and Tools Reference
Guide is a solution to our evolving technology
environment. Documentation technology 3

Engagement management technology 4
As we move into a digitized era of tax, it is more Technology and tools overview 6

important than ever to recognize the technology Technology and tools details 8
and tools that we use in FSO Tax.

As a part of the Diversified Staff Group, you work
across sectors and sub-service lines. It is crucial

to recognize what tools exist, where to find
them, and why you'd use them.

This reference guide was created for you to
eliminate the time finding tools and focus on

learning the tools themselves.

Welcome to FSO Tax!