With the rise of do-it-yourself taxpayers, Professional Tax Preparation Offices are looking for new ways to give their taxpayer clients the freedom and flexibility to complete their part in the tax return prep process via their smartphone, computer or tablet, without visiting the office.
During this session, we’ll show you the future of tax prep, today – an end-to-end remote tax preparation experience for your clients:
1. Taxpayer receives a link from your tax office to access a secure interview tool from their smartphone, tablet or computer.
2. Taxpayer securely enters their tax return information and uploads documents from their preferred mobile device (they can snap photos of their tax documents, which are sent directly to your tax office via a secure document storage).
3. The data entered in the interview tool flows into the tax return automatically.
4. When the tax office completes the return, the taxpayer can securely e-sign and send back the final return copy to the tax preparer for electronic filing.
5. Once the tax return is submitted, the taxpayer can log in to the interview tool to track their return status and refund updates.
And to thank you for your time, we’ll raffle one $100 Gift Card at the end of the webinar. Good luck!