"Social Distancing" Tax Returns
This year we are offering "Social Distancing" Tax Returns!!
If you have a phone, computer or smart device, we can easily connect with you and securely complete your income tax return without you even leaving your house. We have a team of qualified and experienced accountants ready for your call! Contact us now to arrange a virtual meeting.
HOW IT WORKS
- Read and download the tax return questionnaire to see what information we may require to complete your tax return - We will need your personal details to set you up in our system.
- Phone our office to arrange an appointment time by your choice of phone or Zoom meeting.
- Set up secure client portal with the assistance of our admin staff. It takes just two minutes. We also have an instructions manual and video available to guide through this easy process however, our admin team are happy to help and step you through the process.
- Complete the tax return questionnaire and upload to your new client portal along with any other data we may require to complete your tax return or email to us at firstname.lastname@example.org.
Secure Client Portal
Our secure client portal is an online collaboration platform that let's us securely share documents with you and allows you to digitally approve your documents online without having to come into our office.
If you do not already have one, the secure client portal takes just two minutes to set up and is completely FREE.
Some of the great features our portal offers are:
- Digital signing - Allows you to electronically sign your tax returns securely and efficiently without the need to print and mail paper copies to us.
- Uploading Documents - Easily upload your source documents to our office.
- Stay up-to-date - Receive instant notification to your email when your work is complete.
Watch this video to help you get started...