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6. Access talent anywhere

You are no longer limited to finding talent in your local area.

You can hire individuals across the country.

7. Create a paperless workflow

Cloud-based software makes it easy to exchange documents

and tax forms with your tax preparers and clients.

8. Provide modern, convenient services to your clients

Taking your tax practice online with the right tools will not only

improve convenience and efficiency for you and your team,

but it will also enhance the quality of service you can provide

to your clients. Having optimized your business for online

work, you will be set up to communicate seamlessly using

online tools, exchange documents digitally with your clients,

provide intake surveys that are easy to fill out and submit for

your use, and set up appointments with you without having to

pick up the phone. Suddenly your interactions are not limited

to office hours, because clients can use a client portal to

accomplish all you need them to from the comfort of their own

home. It’s a win-win.