How cloud-based tax preparation software can bring your boldest 2024 resolutions to reality

How a cloud-based Virtual Tax Office can change your business

Greater efficiencies for tax staff

Office staff find themselves under tremendous pressure to operate flawlessly with new client prospects and maintain superior service with existing clients. Unfortunately, during the busiest days of tax season, there’s often not enough time to meet the demands of both. 

A cloud-based Virtual Tax Office can help staff reclaim lost hours which can then be directed toward meeting customer demands. Examples include: 

• Software installation and updates occur without involvement from staff 
• Integrated research tools provide reliable answers to tax questions within a customer’s return 
• Two-way file-sharing client portals make sending & receiving client documents simple and safe 
• Cloud environment gives staff greater schedule flexibility via remote work options 
• These benefits and more promote a happier and more efficient staff experience.  

Value-added services for existing clients

Professional tax preparers operating within a cloud-based environment can provide more value-added services for their clients. And with tax prep customers more demanding than ever, the ability to set your business apart from the competition is key.  

A virtual tax office can help you meet and exceed the high expectations of your clients via greater responsiveness, self-service capabilities, and time-saving options such as: 

• Anywhere, anytime access to client data makes meeting a client information request simple
• Online document storage makes it easy for clients to get what they need without calling your office
• Mobile tax return access and input questionnaires allow clients (and staff) to work on their schedule, as opposed to a rigid appointment calendar for tax appointments
• eSignature capabilities give time back to both staff and clients as they meet tight schedule demands 

Greater reach into previously untapped new client markets 

No longer is your tax business confined to the boundaries of your local community.  

A Virtual Tax Office with mobile-friendly customer service features makes it easy to do business, whether the client is across the street or 2000 miles away. Imagine the market expansion possibilities! 

Not only does this cloud-based platform open more prospective client business opportunities nationwide, but it also expands the reach with which you can hire qualified staff.