Page 7 - Brand Ambassador Presentation
P. 7
THE DIGITAL AGE
The tax preparation process itself has steadily
become faster and more efficient as more and more
information is now available in digital format. A
growing number of firms can now import much or all
of their client data from personal finance websites,
such as Mint.com or bookkeeping programs such as
FOR RIGHT VS. WRONG LICENSED VS. UNLICENSED
Quicken, directly onto their tax returns with a single
TAX PAYERS WANTS VS. THEIR OPTIONS CONTINUES
click instead of entering all of those numbers
manually. And electronic signatures that are entered
with the client’s verbal permission often make it
unnecessary for clients to physically appear in the
preparer’s office. Mobile apps now allow taxpayers
who file short forms to bypass computer preparation
altogether.
