Mobile tax preparation allows for a variety of marketing sms api programs aimed at growing your customer base by bringing tax services directly to the client. Several positive examples of mobile tax preparation programs are preparers setting up for a given time period at their church or organization and preparing members taxes a discounted rates. Many elderly clients value the service of a tax preparer coming to their home to prepare their taxes.
Churches, Organizations, Nursing Homes, and Schools provide a target market where multiple clients can be taken care of in one visit. With an online software program, multiple preparers can operate under 1 IRS license given that there is 1 managing party referred to as the “Responsible Official”. Many tax offices choose online software programs due to the sheer cost savings of not having to purchase multiple software packages to allow their preparers the same freedom,
And the Online programs also allow for return and productivity tracking without having to manage multiple EFINs. Where ever you have an internet connection and a printer to produce any signature documents, you can prepare, file and check status of a tax return. With the prices for mobile broadband cards and smartphones with WiFi connectivity becoming more and more affordable it is becoming very common for mobile tax preparers to bring their own internet connection with them.
For management one of the biggest advantages of the online programs is the ability to do reporting from home without having to use a third party software application to access your office network. As busy as a typical tax office manager is during tax season, the more time they are able to be away from the office, the better! Negatives: While online software allows for mobility and preparer freedom, it also produces limiting factors to that every tax business owner should consider.
Informational Security of all online software platforms have to be approved by the IRS before the transmitter will be approved for using the IRS e-file system, but many tax office managers are not comfortable with allowing their preparers the access to their office system and returns from any outside the office PC with a simple username and password. One of the biggest complaints I see is preparers submitting returns for pay off the clock and not reimbursing the tax office. Don’t forget the office owner (responsible official) is on the line for all activity preformed under that tax office EFIN.
Tax Software DecisionsWhen Starting Your Own Tax Business – Online vs Installed
