Provide your clients a single link to answer all the questions you need answered to make their tax prep easy. A simple, mobile and desktop friendly, solution that is cloud based making it easy for you and your clients to access from anywhere.
Onboarding is simple- you are provided with templates of industry standard work flows to get you using the system today. These templates are easily customized to design a work flow specifically for you and your clients, that we will handle for you if you wish.
Customize these templates by adding or deleting questions and answers, create rules to structure the flow of questioning, generate and/or request documents based on answers, automatically send email/text responses based on conditions, be notified when your clients make changes, change font or colors, or anything you'd like. All white labeled for you!
Your client is provided with a checklist of documents that is generated off the answers they provide which can be customized any way you wish. Your client is provided with a secure link to upload all their documents to your secure portal. You are provided with an easy to read summary of the clients answers, along with the document checklist and a secure Document Center that stores all your client documents.