Tax Season Technology Checklist
During this webinar, our team reviewed a wide variety of technology solutions available to Professional Tax Preparers. We’ll help you determine if you are currently taking advantage of modern productivity tools available in the tax industry, and we’ll share insights on integrated solutions that will enhance your current tax office operations and help you attract and retain more taxpayer clients.
Tax Prep Solutions for the Modern Tax Preparer
Watch the on demand webinar to learn more about the benefits of running a Virtual Tax Office, including topics such as:
- On-premise or virtual tax prep solutions?
- Electronic signatures
- Streamlining client communications with automated texting
- Secure document storage and file sharing
- Mobile taxpayer interview tool
- Reliable online tax research
- Refund Transfer Products
Do you have the right tax prep solution?
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Schedule a Free Consultation
Fill out the form to receive an introductory email and phone call from one of our Solutions Consultants focused on growing tax preparation businesses in your area.