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 the way 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 new documents are added, 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. The app’s multi-factor authentication safeguards your conversations and documents, ensuring they remain secure and protected.
Clients can even sign their finalized tax returns and bank product applications within the app. This saves time and enhances convenience for you and your clients, allowing you to focus on what matters—preparing accurate returns and providing an excellent service.
3. Sync data directly with TaxSlayer ProWeb
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 ProWeb 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 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.
With the progress tracker, clients can check on the status of their return as you work. 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 tax software.
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!
