Soon the 10/15 deadline will be behind us and we will all start getting ready for the new year and tax appointments.
With the 'VID still likely hanging around, what changes are you going to be making in conducting your tax appointments?
How will you manage your client expectations with these changes?
I know one thing we will need to implement is screen sharing in order to show clients info from their tax returns. I have been putting this off and am kicking myself now as I am wrapping up the 10/15 tax returns. What solutions are you using for screen sharing?