As a valued partner, you gain access to a complimentary mobile app designed to enhance your tax preparation process. This app not only streamlines data entry but also elevates the efficiency of client interactions. All our professional tax software comes with an app that allows you to communicate with your customers.
The mobile app allows you to send messages back and forth with your clients, they can sign their tax return and bank documents, clients can upload and download documents with the mobile app. With just a simple snap of their documents and completion of a questionnaire, your clients can initiate their tax return process. The app seamlessly integrates with your software, automatically merging the captured data into the tax preparation forms. This means that once the information is uploaded, the tax return is already halfway complete.
Furthermore, as soon as a client onboards using the app, you receive a notification the next time you log in to your software. This feature enables you to promptly attend to new clients, regardless of their location. Essentially, it allows you to extend your services nationwide without the need for clients to physically visit your office, facilitating a fully virtual experience. Harness the power of technology to expand your client base and streamline your operations with ease.