Core benefits gained from adopting Virtual Tax Office technology
Have you ever asked yourself "What is a Virtual Tax Office?" or wondered “How such a platform can help you increase productivity during tax season?”
Migrating your tax preparation business to a cloud-based environment could be the best decision you make for the future growth of your business. But do not take that claim at face value. Let us review three overarching points to consider when considering a Virtual Tax Office option.
1) Logistical advantages to the tax preparer
A Virtual Tax Office allows you to operate from virtually anywhere, at anytime, taking your tax office with you wherever you go. Professional Tax Preparers who can work remotely are able to save time and reduce operating costs, all while benefiting from greater flexibility when communicating with tax clients.
Operating from the cloud eliminates the need for system updates, provides greater security for your clients' documents, and allows you to access tax returns along with all supporting documents anywhere, using any device.
2) Promotes user-friendly experience for customers
Today's tech-savvy clients are looking for greater convenience and flexibility to accommodate their on-the-go lifestyle. And a Virtual Tax Office makes meeting this need possible.
Whether it means providing tax clients a mobile option to start their tax return preparation process in your office or in the comfort of their own home, a Virtual Tax Office allows you the tools to meet your clients where they are.
3) Technology that fits your business model
A Virtual Tax Office provides a good technology fit whether you are a new preparer operating as a sole proprietor, a multi-office business owner or a service bureau.
For new preparers, a cloud-based tax program relieves the stress of having to invest in expensive computer hardware or complicated installation sessions. For example, a true Virtual Tax Office can operate on a variety of devices, from an inexpensive Google Chrome Book, all the way up to your most high-end desktop or laptop computer, regardless of the operating system (Apple or Windows).
For multi-office tax operations, the same technology brings the ability to ‘turn-on’ or activate new preparers or locations with the flip of the switch, minimizing expansion headaches. Managing business activities, revenue and reports also becomes easier.
And for service bureaus, the cloud-based benefits of a Virtual Tax Office set-up can make managing and mentoring new preparers much easier, given the interconnectivity offered with an online program. In a nutshell, support service and help are never far away.
