The client check-in system for the high volume tax preparation office
 The client check-in system for the high volume tax preparation office

Breaking: IRS has expanded Preparer Due Diligence Questions and increased preparer penalties.  Be ready with

1 Year

2 Years

3 Years

Allow clients to complete check-in and submit information remotely or in your lobby


Provide a lobby monitor to prompt clients to see preparers


Monitor your preparers and overall office workflow


Access client information from anywhere with an internet connection


Ensure accuracy and assist with the training of new preparers


Decrease your chances of expensive IRS AUDITS


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