Your 1040 clients want a mobile app. Are you delivering?

What's in This Webinar?

Are clients emailing you blurry photos of tax documents? Banks let clients photo-scan checks with their smartphones. It’s time tax professionals offered the same convenience. Learn how you can offer taxpayers an all-in-one 1040 platform for e-signatures, invoicing, photo-scanning, and more.

Learning Objectives:

• Attend an end-to-end demonstration of mobile taxpayer platform
• Understand the difference between a portal and a platform
• Learn how digital document gathering works, including auto-retrieval and photo-scanning
• Learn how to customize app options like brand colors, firm logo, and invoice payment options
• Learn how digital return delivery works, including IRS-authorized KBA e-signatures
• Contextualize 1040 mobile apps in the financial services landscape