Stay Connected With Your Clients: Introducing the TaxWise Mobile App from Wolters Kluwer
I’m excited to introduce you to the TaxWise Mobile App from Wolters Kluwer. This amazing app is designed to help tax preparers like me stay in touch with our clients more easily than ever before.
With the TaxWise Mobile App, I can communicate with my clients on the go. Whether I’m at the office, at home, or even out and about, I can easily stay connected. It’s like having my office right in the palm of my hand!
One of the best things about this app is its simplicity. It’s designed to be user-friendly, making it accessible for everyone. Even if you’re not a tech whiz, you’ll have no trouble navigating through the app and using its features.
The TaxWise Mobile App offers a range of convenient features that make tax preparation a breeze. For starters, I can securely exchange documents with my clients through the app. This means no more back-and-forth emails or trips to the office just to drop off paperwork. It’s all done right through the app!
Additionally, the app allows me to easily schedule appointments with my clients. I can view my calendar, check for availability, and book appointments all in one place. It saves me time and ensures that I never miss a meeting.
But the benefits don’t stop there. The TaxWise Mobile App also keeps me updated on important tax deadlines and news. It sends me notifications, so I never have to worry about missing an important deadline or tax update. It’s like having a personal assistant right in my pocket!
So, if you’re looking for a way to streamline your tax preparation process and stay connected with your clients, look no further than the TaxWise Mobile App from Wolters Kluwer. It’s a game-changer that will revolutionize the way you work.
Give it a try and see for yourself how this app can simplify your life and enhance your professional relationships. Trust me, you won’t be disappointed. Stay connected, stay informed, and stay ahead with the TaxWise Mobile App!
When it comes to the accounting industry, everyone talks about the big five accounting firms. But did you know that they actually make up only 10% of all accounting firms in the U.S.? That’s right, the other 90% are small firms with 10 or fewer owners or partners.
One company that understands the needs of these smaller firms is Wolters Kluwer Tax Accounting. They have created a new app called TaxWise Mobile specifically for tax preparers who focus on individual tax returns. These preparers have a busy season and need a tool that can help streamline the tax preparation process. That’s where the TaxWise Mobile app comes in.
Small firms have to find ways to compete with the larger firms. And one way they do that is by providing personalized services to their clients. This means being available to them at all times. Whether it’s answering questions or providing guidance, small firms know the importance of being there for their clients.
When I’m an accountant, stepping away from my desk means I get to offer my clients a special, individualized service by giving them access to their information. And for my clients, it’s equally important that they can securely fill out and send their tax forms remotely.
Accessibility
I wanted to talk to you about Wolters Kluwer, a big global company. They provide all kinds of important information, software solutions, and services. Their areas of expertise include health, tax, and accounting. But that’s not all! They’re also really good at finance, risk, compliance, and legal stuff that help both public and private companies.
Now, here’s the exciting part. Wolters Kluwer is taking all their knowledge and fancy systems and making them available for everyone, no matter how big or small. They’ve got really strict rules for keeping data safe and secure, especially when it comes to financial information online.
In the press release, Shannon Bond, Vice President of the Preparer Segment at Wolters Kluwer Tax Accounting North America, talked about something really important. She said, Wolters Kluwer is making our expert compliance capabilities even better by using technology that lets tax preparers work on taxes from start to finish right on their mobile devices. TaxWise Mobile helps tax preparers reach more clients wherever they are, which is really important in today’s world where everyone is always on the go.
The new TaxWise Mobile solution is fully integrated with TaxWise Online, so tax preparers can work on tax returns remotely from beginning to end.
If you’re a client, TaxWise Mobile is going to make it easier for you to do your taxes no matter where you are. You can use your smartphone, computer, or tablet and don’t have to go to an office.
I’ve got this awesome app that lets you easily fill out your information, upload important documents, and review your tax return. Pretty cool, right? Once you’re done, you can even sign the document and send it straight to your CPA for electronic filing. It’s all about making your life easier!
But wait, there’s more! With TaxWise Mobile, you can also check the status of your tax return and stay updated on any refund updates. No more waiting in the dark, wondering what’s going on with your money. We’ve got you covered!
For the Preparer
Attention tax preparers! This fancy application is a game-changer for you and your clients. Now, your clients can easily fill out all the necessary information and upload their documents right from their mobile device. They can even snap pictures of their tax documents and add their electronic signatures. Talk about convenience!
And here’s the best part: all that information goes straight into the TaxWise Online platform automatically. No more manual data entry or headaches. We’ve simplified the process for you!
But wait, there’s more! As a preparer, you can also use the platform to share documents and communicate directly with your clients. It’s like having your own virtual office! Plus, when you combine it with the TaxWise desktop version, you can offer popular refund options and integrate it with CCH iFirm Practice Manager to streamline your workflow. How’s that for efficiency?
