Running a virtual tax office isn’t just a smart move—it’s the future of tax prep. Whether you’re looking to reduce paperwork, ditch in-person chaos, or expand your client base beyond your zip code, going virtual opens up powerful possibilities. But it takes more than Zoom calls and email threads to make it work. Start with professional tax software that includes a secure client portal and e-filing features. Then, streamline how you get paid with simple, secure online invoicing—no more checks or cash drop-offs. Video meetings? Level up with a clean background, good lighting, and a quiet space so clients feel like they’re meeting a true professional. Add in e-signatures to save time chasing paperwork, and build a website that guides clients through every step of your virtual process. Before tax season hits, test everything—from document uploads to payment links—to make sure it all runs smoothly. With the right tools and planning, your virtual tax office can offer an experience that’s easier, faster, and more flexible for both you and your clients.
source: https://ultimatetax.com/blog/the-future-is-online-how-to-make-your-tax-business-virtual/
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