Built-in Document Manager
SAVE MONEY WITH OUR PAPERLESS OFFICE SOLUTION
- Easy access to client documents from within the tax return.
- Reduce expenses on paper, toner and filing.
- Documents signed via Signature Pad or Remote Signature stored automatically.
- Securely store scanned documents from handheld scanner, mobile app imports, or imports from existing scan folders.
Remote Signature Feature
Your clients can sign their tax documents on their mobile device! Expand the reach of your business.
Tax Software customers now have the ability to request a remote signature from a non-present taxpayer and/or spouse at the time of tax return completion. After authenticating their identity, the taxpayer/spouse can review a PDF of the tax return and sign it using their mobile device.
• Save time by completing the tax return without the need to have the taxpayer/spouse in your office
• Give your customers the convenience of finalizing the tax return from the comfort of their home
• Remotely signed return is securely stored within our Software for easy access at a later date
How It Works
When signing a tax return or bank application, select RemoteSign.
After the tax preparer clicks RemoteSign, the Remote Signature Options screen pops up asking which method the taxpayer/spouse would like to use to sign the tax return (based on information collected in the Client Data screen).
The taxpayer receives a text message or email (based on their selection) with a link to validate their identity.
The taxpayer validates their identity with:
• Last 4 digits of SSN
• Date of Birth
• Last Name
Hassle-Free Conversion
A Better Day Tax Solutions offers data conversions for the following software programs to help ease your transition. Contact us for more details.
Office
6825 Winchester Rd. Suite 3
Memphis, TN 38115
Phone: 833-901-2387