CornerstoneCPA wrote:I print PDF copies to OneDrive, which is how I follow my retention policy (7 years), and then upload them to TaxDome. I could print directly to TaxDome from Lacerte via a PDF print driver, but I go through the "tax preparer review copy" and separate it out since it is that file that contains the eFile forms, estimated payment vouchers, etc. If a balance is owed, I will save the voucher slips as a separate PDF and upload it. It seems like a lot of work but it is not--for the average client it takes me 5 minutes.
You can set up templates for the eFile forms. I have not, don't find it excessively time consuming to set it up on my own, but I will play with it this next year. I am curious if it is smart enough to recognize one form buried in with multiple eFile forms--some of my clients file in 15+ states and not all accept the Federal eFile form.
Everything is sent to Client via a message template, which also includes a video review I do and the password to access it. It has various tasks the client needs to complete in order for them to stop receiving reminders.
Having used it for a full year now, I will make a few changes for the upcoming year to simplify pipelines and further leverage automation (eFile form signatures being one example).
Thanks for sharing this.
I did the SafeSend demo and I really liked how their returns delivery feature works. You print a client copy pdf from Lacerte to SafeSend and it automatically assembles the tax return and walks a client through tax payments, signatures and estimated payments. If a client fails KBA for esginatures, there's a big button with an option to print and sign the efile forms and a window stays open where they can upload them back to the program.
I'm still not convinced their price is worth it, but they showed me their organizers feature and other things they're implementing with extensions and estimated payments that makes it more tempting.
It still lacks the many features that TaxDome has like a true CRM, billing, a real client portal, time tracking, project tracking, automatons, etc
I'm curious if a step by step process can be set up in TaxDome for tax delivery through templates and tasks.