Disclosures for software usage

Key tips and advice the working tax pro can use.
#1
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16-Sep-2022 6:45am
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What sort of disclosures to clients are necessary for what softwares you are using?
-client portals
-tax softwares (including payroll, 1099s, etc.)
-accounting softwares
-email/phones
-cloud software/document storage
 

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