Your 1040 Clients Want Mobile Options. Are You Delivering?

Like it or not, you’ve probably seen an influx of 1040 documents delivered via email. Why? Almost all your clients now own and regularly use a smart phone. When your client gets a W2 in the mail, what’s easier? Stopping by the office to use a scanner, or snapping a quick photo with their phone? Don’t fight this behavior; adapt to it. SurePrep’s mobile apps for tax preparers and 1040 clients facilitate the secure exchange of photo-scanned documents. The traditional client tax organizer lags behind the times. For proof of concept, CPAs can look to financial institutions like banks.

For years, banks have allowed customers to deposit checks by taking photos with a mobile app. These apps ensure OCR-ready photo-scans that are clear, well-lit, and properly cropped. Compare the low-quality photographs you receive from your clients to the crisp, clear photos you take when you deposit checks. An app with built-in image correction makes a huge difference. The same technology banks use is available to firms that process 1040s.

With TaxCaddy, you can offer the mobile convenience your clients demand while guaranteeing the high-quality images required by your paperless 1040 process. Are you ready to implement a mobile app for tax preparers and 1040 clients? Replace your outdated client tax organizer and future-proof your firm!