Getting tax prep clients to use your tax practice’s portals can be a serious challenge, but communicating the familiar benefits of portals is an excellent first step, according to accounting and tax technology expert Roman Kepczyk.
Portals can serve as an excellent way for practices to securely deliver and exchange tax source documents, returns, financial statements and other necessary tax prep material with clients. In a portal primer originally published in The Practicing CPA and available on the site of the cloud computing and technology consulting service firm Xcentric, Kepczyk outlines talking points to getting clients to use your portal:
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