The Change
The Future of the Tax Industry has Arrived
Changing of the Big Tax Franchise Business Model
Covid-19 has changed the entire world. Large companies have their employees working from home. The Board Room meetings are now done through Video
Conference Meetings.
With people getting accustomed to Video Conferencing,
working from home, even family gatherings are done through Video Conferences it is the perfect time for people to accept getting their taxes done by a Tax Professional without going to a Store Front.
- Available Appointment Calendar Scheduler
- Complete the Client APP it Auto Syncs to the Tax Software
- Access the Client Portal to download Tax Return PDF’s
- Review and Sign Documents
- Join the Video Conference Meeting with Secure Code
- Transfer Docs through the Video Conference Software
- Video Conference Meeting can be Recorded
- No Brick and Mortar Location Required
- Video Conference Client Meeting
- Scheduler for your Client Meeting
- Remote Signature
- Client App
- Client Portal
- Tax Preparation Software
- Bank Products
- Audit Protection