As accounting has evolved from the old ways of paper, pencils, adding machines, and file cabinets to the high-tech methods that are commonplace today, so has the way that tax pros exchange information with their clients. Once upon a time, you depended on clients to bring tall stacks of paper to the office or waited for the arrival of large, expensive packages of printed documents via what we now call snail mail. Of course, clients didn’t consistently deliver on time, and packages were often lost.
Now there’s a better way.
Today, the most efficient practices use a portal to exchange documents and communicate with clients. Choosing the best client portal for accountants can be challenging. The experts at IRS Solutions® are here to help.