With tax season around the corner, many accountants and bookkeepers are getting ready for their busiest period of the year. Now they can take on more work, gain more productive time and do away with some of their anxiety by using new cloud-based software called TaxDocs.
TaxDocs is the latest major component of a file management storage solution called LedgerDocs. Building upon LedgerDocs’ innovative machine learning software and friendly user interface, TaxDocs eases the workload for providers of tax preparation services before crunch time for 2018’s tax deadline arrives.
TaxDocs
Taking advantage of cloud-based storage, TaxDocs lets clients upload their important tax documents at their convenience to a secure folder administered by their tax prep solution provider. When the client’s tax documents arrive in their folder, an automatic notice is sent to the accountant or bookkeeper doing the customer’s taxes.
TaxDocs can be customized so that it suits the needs of each tax prep customer. Customer folders can be sorted by importance, automated reminders written and scheduled for clients, and notes added to specific documents. Since all of a client’s tax documents are stored digitally, there is no need for physical copies. Customers can forward their tax documents by email, or by scanning them into digital format, or by taking a photograph of their paperwork by a smartphone or camera device.
Bank level encryption provides peace of mind for both the business owner providing tax preparation services and their clients using their TaxDocs folder. TaxDocs provides complete customer support by way of online webinars, or by phone/email/social media for any users with questions.
Finally, TaxDocs offers a free 14-day trial for anyone interested in trying it out before buying a plan. If the user decides to upgrade to a paid TaxDocs plan, using TaxDocs for a single client will cost them less than the price of a specialty coffee.
“My team and I built TaxDocs to solve several problems my own accounting firm faced during tax season,” said Wayne Zielke, the company’s founder. “It gives back the most valuable commodity needed by the person doing taxes: extra time. The owner can then double or triple the number of tax clients they do work for. The accountant doing taxes gets to make more revenue and they get rid of a lot of the irritating work that they had to worry about during tax season.”
For more information about TaxDocs or to sign up for a free 14-day trial, visit the website.