Is there a requirement that we must provide a secure portal for the clients to provide tax information to us through the internet?
If we ask a client to just email a tax statement to us, would there possibly be adverse consequence down the road?
Preppie wrote:Switched to Canopy. It's fine. Not inspiring, but good enough for what I need.
kbairtax wrote:Check out Liscio. I was skeptical but decided to try it a few months ago. I have not rolled it out to all my client just yet but have been giving clients access as they have needed to share info with me. The response is overwhelmingly positive. Super easy to use and they have a mobile app for the younger crowd that just wants to take a pic with their phone. I am excited to get it to my entire base. Absolutely zero phone calls on “how do I ?”.....just send a link and in 10 seconds the client is setup.
Not cheap, but a small bump in my prep fees will cover the costs. PM me for ore info. I believe I get a small referral spiff if I bring in others and you get something in return as well.
casper13 wrote:Preppie wrote:Switched to Canopy. It's fine. Not inspiring, but good enough for what I need.
How in depth do you use canopy. I just drank their Kool Aid after their demo and demo pricing. It looks nice, I just feel for the price it should be a little more than what it is.
casper13 wrote:How in depth do you use canopy. I just drank their Kool Aid after their demo and demo pricing. It looks nice, I just feel for the price it should be a little more than what it is.
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