Technology Solutions for the Busy Tax Professional

Tax Professionals' Resource
November 6, 2012 — 1,451 views  
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Technology Solutions for The Busy Tax Professional

It happens every year between January and April. It drives millions into stress-induced medical conditions, such as ulcers or sleeplessness. It is so constant, it is mentioned as one of only three things certain in life. It is tax time, which means it is the busy season for tax professionals.

Every year, tax professionals are hammered by families, individuals, and businesses looking for tax help in preparing their returns. Each year, these appointments run longer than allotted, which pushes back other clients, which cuts into time to prepare returns, with creates a stressful work environment for the tax preparer.

Thankfully, there are key pieces of technology which are being used to help speed up the filing process and reduce the stresses of people in the office waiting. These three technology innovations can help tax specialists have more time during the busy season.

1. e-Filing

After nearly a decade of rolling out, changes, errors, and tweaks, e-filing has become the way states and the IRS want to receive tax returns. e-Filing allows the preparer to submit IRS and state tax returns from their computer without additional steps involved. This process will also return the returns within 24 hours if there is an error with birthday, Social Security, or address information. Corrections can be made quickly without hours spent preparing the returns again.

2. Scanners

Scanners have become invaluable in the world of tax preparation. Vital information, such as tax return from past years, receipts, deduction confirmations, and other required tax information can be scanned into a digital format and saved with a digital record.

Even better, if a client has a scanner in their home, they can send the information via email, allowing the preparer to deal with clients in the office, while still receiving the appropriate paperwork.

With scanned copies, they can be printed when needed. Digital copies allow tax professionals to store information on a hard drive, rather than filing cabinets, making it easier to process returns.

3. Websites

For a tax preparer, interruptions from phone calls and constant questions can take a large chunk of the day. Having a website for customers to ask questions, or to view frequently asked questions, can allow the preparer to prepare taxes.

A quick submission box for more information can provide an email which can be responded to when the preparer is not busy with clients.


Tax Professionals' Resource