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 www.esignmein.com

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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