2020 has accelerated the drive to digital transformation, as practices have seen the need to be set up to work remotely and collaborate securely with clients. Understanding how you will meet your self-assessment deadline on 31 January, with remote teams and new challenges in mind, will be an important question to answer upfront.
Difficulties around collecting data can be magnified during this time. There are new challenges to contend with including local lockdowns and self-isolation restrictions. In addition, practice employees working remotely means they may not always have the data to hand that they need. This can delay the data gathering process and make it harder for clients to send necessary information across.
Now more than ever it is important to try and get data collected as early as possible. Join Natasha Kobrak and Dean Shepherd to learn about the digital tools in CCH OneClick that securely facilitate the transmission and exchange of documents and data between you and your clients, regardless of the location of the sender or the recipient.
During this webinar we will cover:
- Using Digital Data Request collect tax return information from your clients
- Managing remote data review with Digital Tax Account
- Facilitating the remote approval process with Messages & Documents