Tax season packs a large share of a firm's annual workload into a few weeks. Collecting documents is often the main bottleneck.
Prepare before the season
Send each client a personalized list based on the previous year: expected slips, donation receipts, medical expenses, child care expenses, rental income.
A secure online upload space
Clients upload their documents as they receive them, instead of showing up with a shoebox in April.
Track every file
Documents received, in preparation, in review, ready to sign, filed. Your team knows exactly what to do next, and the client sees where their return stands.
Automatic reminders
For missing documents, then for signing the electronic filing authorization forms.
Avoid email for sensitive documents
Tax returns contain social insurance numbers and financial information. A secure portal is more appropriate than email attachments.
After the season
Analyze what slowed the process down: documents that came in late, steps that got congested. Adjust your lists and reminders for the following year.
