Remote tax prep, using secure uploads
Why I really dislike remote tax prep
1. questions always come up and client not there to answer
2. have to email or call and go back and forth, leaving piles of open returns
3. clients upload each document separately instead of one big attachment
4. to make it worse the uploads are jpegs and not pdfs
- only time I really accept returns remote is if a client moves out of the area or they are sick
I like to prepare returns with clients there.. almost never an open item and returns get done in half the time faster, or more than downloading docs on secure site
