As business owners, we all want to create an excellent experience for our clients. Today’s technology provides that ability. In this session, we will discuss how leaders in the banking, restaurant and hotel industries use technology to create an excellent client experience. We will demonstrate how CPA firms can use the latest SaaS and mobile technologies to improve the 1040 client experience while driving increased profitability for the firm.

Learn how 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 including a mobile phone app (iOS and Android)
• Enables clients to setup automatic retrieval of their 1099s, 1098s and W-2s
• Enables clients to respond to document requests using their PCs/Macs and mobile devices including a mobile phone app (iOS and Android)
• 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 including a mobile phone app (iOS and Android)
• Electronically delivers tax returns to taxpayers
• Integrates with CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax, Lacerte and UltraTax CS