The Cloud Allows You to Put Your Staff First

Whether facing an epidemic or in the most normal of times, keeping your team happy and engaged is about demonstrating that you're invested in them. We're all used to a certain level of mobility in our day to day lives, and as a staff member, not having the ability to work remotely and eliminate mundane tasks when you know the technology exists is a frustrating experience. Simply put, providing the tools to make your team's jobs easier is a proven strategy for retaining talent, particularly in uncertain times.

Learn more in the Building Firm Culture ebook.

 

TaxWise Online: Tax Preparation in the Cloud

A complete cloud solution for tax preparers, TaxWise Online provides all the tools you need to transition to the cloud quickly and easily. TaxWise Online offers an array of features to help you connect with clients remotely, including:

  • An online document portal
  • Vault, a secure cloud document storage tool
  • A mobile 1040 interview app for clients
  • eSignature capabilities
  • Textellent, an automated system allowing you to communicate with clients via text

Try TaxWise Online

Need a cloud solution for business returns? Consider CCH Axcess™!

 

 

 

 

 

Achieving Growth through Technology & Culture

One of the biggest benefits of cloud technology for tax preparers and smaller tax offices is the capacity to support growth. The automation and mobility provided by the cloud allows you to get more work done with the same headcount, and the lack of infrastructural upkeep needed means your software can grow right along with you. Our friends at New Vision CPA Group are a shining example. Their five-person firm has seen exponential growth with the support of an integrated cloud platform, and they've done so while improving staff morale. Watch the video to hear their story!