Key Tips for Tax Preparers to Grow Their Business Year Round
Tax & AccountingDecember 28, 2021

Benefits of a Virtual Tax Office: Tips for Professional Tax Preparers

By: Wolters Kluwer Tax and Accounting

How can a Virtual Tax Office help Tax Professionals ready themselves for a busy Tax Season?

During our recent "Enhancing Your Virtual Tax Office" webinar, our Wolters Kluwer team reviewed frequently asked questions about operating a Virtual Tax Office, demonstrated how it all works, and shared insights on integrated solutions that will help you attract and retain more taxpayer clients.

Modern Day Tax Preparation Solutions

Professional Tax Preparers looking to operate in a Virtual Tax Office environment have a wealth of opportunities at their fingertips. From a powerful cloud-based tax preparation solution that helps ensure you're providing your clients with the highest tax refund possible, to electronic signature options, automatic text message reminders, and two-way secure file sharing — having a suite of integrated solutions allows your tax business to be more productive and profitable.

Today's tech-savvy clients are looking for greater convenience and flexibility; a Virtual Tax Office provides both, giving tax clients the option to start their tax return preparation process in your office or safely from the comfort of their home, allowing you as the trusted Tax Professional to provide superior service and meet your clients where they are.

Staying on top of the ever-evolving technology available in the tax industry can help elevate your business in the eyes of both current and potential tax clients.


Integrated Solutions for Professional Tax Preparers

Looking to #GoBeyond for your clients and make more efficient use of your time? Watch our on demand "Enhancing Your Virtual Tax Office" webinar to learn about:

  • On-Premise vs. Virtual Tax Office solutions
  • Electronic signature options
  • Two-way business texting with tax clients
  • Secure document storage and file sharing
  • Mobile taxpayer interview tool
  • Reliable online tax research
  • Refund Transfer Products
This tax season, choose TaxWise to ensure that you have the tools and resources you need to help you maximize your productivity, revenue, and efficiency so you can focus on what's really important:  your clients and growing your tax business. 

#GoBeyond the walls of your tax office with a Virtual Tax Office provided by TaxWise, accessible anytime, anywhere, and using any device.


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Wolters Kluwer Tax and Accounting

Wolters Kluwer Tax and Accounting is a leading provider of software solutions and expertise that helps tax, accounting and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed and accuracy.

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