How to use technology to create an experience for your 1040 clients

As business owners, we all want to create a better experience for our tax clients. Today’s technology empowers us with all the tools we need. In this income tax webinar, we discuss how the banking, restaurant, and hotel industries use technology to improve client experience. What can CPA firms learn from their strategies? See how firms like yours can leverage SaaS and mobile technologies to create a better experience for tax clients. When done right, this will make clients happy and drive increased profitability at the same time.

CPA firms can improve their 1040 client experience by using technology that:

• Eliminates paper organizers by delivering electronic questionnaires and easy-to-understand document request lists to your clients’ PCs/Macs and mobile devices (via a native mobile apps for iOS and Android)
• Enables clients to set up automatic retrieval of their 1099s, 1098s, and W-2s
• Enables clients to respond to document requests using their PCs/Macs and mobile devices
• Reduces workload compression by enabling CPAs to process source documents the moment they become available
• Facilitates e-signing of documents like engagement letters, 7216 consents, and form 8879 on PCs and mobile devices
• Electronically delivers tax returns to taxpayers
• Integrates with CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax, Lacerte and UltraTax CS

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