Going digital has a positive effect on the environment and your bottom line by reducing the amount of paper used by you and your clients. Going paperless drastically reduces this by capturing all purchase information digitally. It’s often that a receipt goes missing and doesn’t make it into the tax return calculations, throwing off the figures and ending up in painful surprises. Help your clients trust the process of a paperless pipeline by sharing with them all the benefits involved. A paperless pipeline can eliminate this completely by digitizing everything from receipts to the submission of prepared tax documents. There are mountains of receipts and bills to go through and a ton of paperwork to process and submit to the IRS. The Benefits of a Paperless Pipelineįiling taxes usually involves loads of paper. Offering incentives may also help inspire them into action. You’ll want to begin by effectively communicating the benefits they reap by going paperless. How can you get them to go digital and feel safe sharing documents online? But you can’t gain from these advantages if your clients are resistant to the change. Or maybe they just feel it’s too cumbersome to try and learn a complicated new system.ĭeveloping a paperless pipeline has numerous advantages for your business. ![]() ![]() They might feel it’s not secure to send such sensitive documents through email or online software. ![]() Your tax clients are used to dropping off their documents directly to you and getting them back in the mail. Becoming paperless offers countless benefits to tax firms small and large but there’s one problem many face: technology-resistant clients.
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