With the low overhead and convenience of working from home, running a remote tax office offers plenty of benefits. But before you can ditch the commute, see clients virtually, and start working from anywhere, you’ll need tax software that’s up to the challenge.
TaxSlayer ProWeb is a robust cloud-based tax software designed with remote tax preparation in mind. From secure document collection and streamlined communication, here’s how ProWeb and the included TaxesToGo app can help you transition your tax office to remote work.
Secure Access Anywhere
The cloud-based nature of ProWeb means you can work from anywhere with an internet connection. Whether working from home, in a co-working space, or on the go, you can securely access and manage client data, tax returns, and supporting documents without being tied to a physical office.
Enhanced Collaboration and Efficiency
ProWeb facilitates seamless collaboration among team members. You can easily share and exchange documents, track changes, and communicate through secure channels within the software – allowing your team to serve your clients more effectively.
However, this ease of collaboration doesn’t mean you sacrifice your clients’ security. Even when your employees are working remotely, you can still control access to documents and returns, ensuring need-to-know information stays protected.
Streamlined Client Communication
One of the standout features of ProWeb is the included TaxesToGo mobile app, which allows tax professionals and clients to interact seamlessly and securely within the app. As you work, you can easily send messages, request additional information, and update your clients.
TaxesToGo also offers real-time status tracking, allowing clients to check the progress of their returns and communicate with you within the app. This streamlined communication process saves time and reduces the need for back-and-forth emails or phone calls.
Secure Mobile Document Collection & E-Signing
The TaxesToGo app dramatically simplifies the process of collecting sensitive client documents remotely. Clients can use the app to snap pictures and upload their tax documents directly into the app.
From there, their data is automatically entered into their return in your ProWeb software, minimizing the time spent on manual data entry. Clients can legally sign all necessary paperwork within the app as well, making filing as simple as possible for both client and tax preparer.
Security is a top concern when working remotely, especially when dealing with sensitive client data. ProWeb prioritizes data security by implementing advanced encryption and industry-standard security protocols. Your clients’ information is stored securely in the cloud, protected from unauthorized access or data breaches. With ProWeb, you can maintain the confidentiality of client data while enjoying the benefits of remote work.
Ready to see how ProWeb can transform your tax office and make remote work a reality for you? Request a demo to get started for free today!