Key Tips for Tax Preparers to Grow Their Business Year Round
Tax & AccountingFebruary 22, 2022

Tax Season Productivity: How Cloud-Based Tax Preparation Software Saves You Time

By: Wolters Kluwer Tax and Accounting

How Can you grow your tax business with time saving features of a Virtual Tax Office?

Time Saving Features of a Virtual Tax Office

You've probably already asked yourself "How can I retain my existing clients, while still growing my tax preparation business?", or wondered how you can be more efficient this tax season.

Professional tax preparers operating with a Virtual Tax Office can take advantage of cloud-based tax prep solutions that provide more services to their clients while creating a more personalized experience. 

A Virtual Tax Office allows you to operate from virtually anywhere, taking your tax office with you practically wherever you go.

Better yet, cloud-based tax preparation software such as TaxWise® can help you connect with your customers through timely personalized text messages and make their lives easier with digital eSignature options. 

Productivity & Efficiency With A Cloud-Based Tax Preparation Solution

Professional Tax Preparers are adopting virtual and mobile tax prep solutions to support their clients when and where they are available, increasing their ability to attract and retain clients.

With today's tech-savvy client, if you're not engaging customers through their mobile device, you're missing out - TaxWise Mobile gives you the opportunity to seamlessly connect with customers virtually anywhere, while offering them the confidence that their documents are encrypted and secure. 

By minimizing the overhead of a physical office location, streamlining secure communication, and the ability to meet with clients wherever they are, tax preparers can become more efficient and offer a more personalized experience to their clients when utilizing cloud-based tax software solutions.

Individual Tax Planning for 2021 Tax Returns

Looking for a few refreshers to ensure you're saving yourself time this tax season? 

Mark A. Luscombe, J.D., LL.M., CPA - Principal Tax Analyst for Wolters Kluwer Tax & Accounting, took a look at recent tax legislation changes that are affecting this year’s tax returns, including:

  • Child Tax Credit and Advance Payments
  • Economic Impact Payments and Recovery Rebate Credit
  • Child and Dependent Care Credit
  • Earned Income Tax Credit
  • Premium Tax Credit
  • Charitable Contribution Deductions
  • Business Meals Deduction
  • Cryptocurrency
  • State and Local Tax Deduction Cap

Remote Tax Preparation Tools

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. 

Ready to take the next step? Visit our TaxWise website to learn more about our Virtual Tax Office solutions powered by TaxWise®, or click below to register for an upcoming live product demo.


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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