Connect Mobile App Helps You Go Virtual
As we look at the effects of the coronavirus, you can't help but reflect on your own tax business. Tax preparers suffered significant losses as a result of the quarantines, and some will not recover from it. For those who managed, how do you plan to safeguard yourself from something similar happening again? Maybe it's a bit extreme, but you should always prepare for the unexpected.
As a result of people being unable to visit their tax preparer's office, tax professionals shifted their focus to a virtual tax business. Little did they know that it offered more benefits and purpose than just staying in business during a pandemic.
Customize The App To You Liking
Your virtual tax business should be an extension of your own. For that reason, you'll be able to add your office branding, colors, logo, and intro message within minutes. Our goal is to help you showcase your brand in a unique way and create a presence outside of your tax office.
Share Your App With People Across The Country
Any encounter that you have is a potential client. With Connect, you are no longer confined to foot traffic. Instead, you open doors to any market across the United States, and if you're choosing a specific niche, there's no limit to the amount of customers you can acquire.
For instance, let's say you specialize in real estate tax law and have been working with real estate clients within 15 miles of your tax office. As a result of going virtual, you can help real estate professionals all over the country reach their tax goals. When forming a connection with someone you meet, make sure to get their social media profile (a follow or accepted friend request). Doing so, will ensure you're able to market your services to them through your Facebook page.
Offer Convenience Taxpayers Love
Part of the benefit of going virtual is the appreciation you get from your clients. Most people live very busy lives, and it's imperative to consider how you can help clients who have hectic schedules. Think about your current clients. How many of them would prefer to do their taxes from the comfort of home?
By having options, you give clients more ways of securely sending their tax information, and increase your client retention in the process.
Communicate With Your Clients In The Chat
Once your client submits their tax documents using your app, or the website widget, you will be able to communicate with them in the chat. If they have any questions pertaining to their tax situation, you will be able to share any insights or follow up questions.
You will also be able to share documents securely in the chat. If for whatever reason the W-2 your client uploaded looks blurry or you need to request an additional document, your clients will be able to submit them through the chat.
Compete With Online Tax Prep Providers And Big Franchises
As more taxpayers choose virtual tax preparation as their preference, it's important to have a competing presence online. Companies like Turbotax empathize with taxpayers who don't have the time to visit a tax office and prefer to do their taxes from the comfort of home. And they've created a platform that meets those needs.
Like Turbotax, tax preparers need to expand their existing tax business by adding a virtual component. For your current clients, it offers an opportunity to do their taxes on their own time, and will allow you to compete for the big pie Turbotax has been eating for years. More options gives you more ways to increase revenue.
Add Connect To Your Website
Along with having taxpayers download the app, tax preparers will also be able to add Connect to their website. If you have a website, you will be able to add a page that will allow taxpayers to create an account and submit their tax information directly to you.
Adding Connect to your website will help you convert more visitors that reach your site (very easy access to do their taxes with you directly), and it's also a very simple way of letting them know how to get started. All you need to do is guide them to your site, and they can get started on their return with you.