How Will the US Post Office Shakeup Affect Your Tax Return Presentations?

Change is coming for tax professionals, whether you like it or not. The upcoming increases in postage and slowing of delivery will affect your client service and costs if you stay status quo with the way you process returns for clients. The Internet has fundamentally changed the way we do business. If you embrace these changes, you will find dramatic cost savings and improve your client service. 

Have you ever added up how much you spend on the traditional printing and mailing of tax returns? $10, $20 or more? Even if you started using CDs, you have the cost of the CD, labor to duplicate the return, and envelope and postage costs. With the IRS mandating e-filing, it would seem logical that clients would prefer digital versions as well.

If you are now using email to send client files, be very wary of the security issues. Email is not secure. It can be intercepted and read by intruders. That is why having a client portal that uses SSL security allows you to protect client documents while also making it easy to distribute documents to clients online. 

ClientWhys' Lockbox Client Portals have become one of the leading resources for CPAs and tax accountants nationwide. Our use of secure document sharing, unlimited portals and file size with secure messaging options make it an ideal solution for your practice. We can embed the login information within your current website or create a branded landing page. Users of Firefox and Chrome can access our drag-and-drop technology for fast distribution of returns. And starting at just $24.95, this tax industry-specific solution meets all your needs.

Call us at 1.800.442.2477 x3 to set up a trial so you can try the service for yourself or visit the ClientWhys home page and click Start Trial > Lockbox in the form.

  • Lee Reams II

  • I am a marketing junkie who has spent the last 20 years developing and executing "best in class" word-of-mouth marketing campaigns. With over 10,000 happy clients I think we are on to something. The explosion in web marketing and social media have redefined the way independent professionals market their practices. Follow my blog to see if you can take some of our actionable ideas to market your own practice.

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