Tax season can often bring a unique blend of stress and urgency for tax preparers and their clients. The need to sort through stacks of paperwork, ensure data accuracy, and maintain clear communication with clients can present challenges. The TaxSlayer Pro TaxesToGo® mobile app is a fully integrated communication tool designed to revolutionize how you approach your tax preparation work. By leveraging technology, our mobile app transforms the process of tax preparation into a more efficient, secure, and user-friendly experience. Here are five ways the TaxesToGo® mobile app can help you tackle this tax season with ease.
1. Receive client documents easily
There’s nothing quite like the stress of peak –tax season, especially when clients send documents at the last minute. While TaxesToGo® can’t keep your clients from procrastinating, it makes it easier than ever for them to send you the necessary forms and documents.
Our mobile app makes sending documents more convenient and accessible for your client by eliminating the need for scanning, faxing, or emailing. With TaxesToGo®, clients can securely send everything directly to you with just a few taps. The app notifies you instantly when clients add new documents, so you can start processing returns without delay.
2. Save time by eliminating unnecessary meetings
With TaxesToGo®, you can streamline your workflow by reducing the need for time-consuming in-person meetings. This also allows you to service clients who can’t visit your physical office for various reasons. Expand beyond your local market and try preparing taxes for remote clients.
Clients can even sign their finalized tax returns and bank product applications within the app. The app’s multi-factor authentication protects your conversations and documents, ensuring they remain secure and confidential. The app saves time for you and your clients, allowing you to focus on preparing accurate returns and providing excellent service.
3. Sync data directly with TaxSlayer Pro Web
Data entry can be one of the more time-consuming aspects of tax preparation, often requiring meticulous attention to detail and hours of manual work. With TaxesToGo®, you can reclaim that time. The app syncs directly with your tax software, automating the data entry process and significantly reducing the risk of errors.
Designed to work seamlessly with TaxSlayer Pro Web and TaxSlayer Pro Premium, the app will pull information from your clients’ documents and import it into your tax prep software.
4. Import this year’s data
Most tax software can only roll forward client data from previous years. This older data might save you some time, but any tax professional knows that it still leaves plenty of work to be done.
With TaxesToGo®, you can bypass this hassle entirely. The app allows you to import the current year’s data directly, giving you the most up-to-date information at your fingertips. This makes your workflow more efficient and reduces the risk of errors, giving you more time to focus on delivering quality service to your clients.
5. Communicate within the mobile app
With a progress tracker, built-in chat feature, and automatic notifications, TaxesToGo® streamlines client communication. Clients are notified automatically when you import their data and when their return is ready to be reviewed and signed.
Clients can check the status of their return as you work on it with the progress tracker. They’ll be in the know, and you won’t have to field as many status-update questions.
For everything else, the app’s chat feature makes communication quick and easy, allowing you to ask and answer questions right from your TaxSlayer Pro tax software. Clients can send you a quick message once they have signed their return, eliminating unnecessary phone calls or emails.
The TaxesToGo® mobile app is also fully customizable. Within just a few minutes, you can add your business name and logo and customize the colors and fonts to reflect your brand.
Putting your company’s name on a user-friendly, aesthetically designed app lends authority and credibility to your business. With customization, the app becomes more than just software. It turns into a branded marketing tool.
Integrating the TaxesToGo® mobile app can benefit your tax practice by increasing your brand reputation and client retention TaxesToGo® and TaxSlayer Pro Web are the perfect duo to set you up for your most efficient tax season yet!
