Taxaroo ensures effective communication between clients and preparers by actively notifying them about necessary actions during the tax preparation process. To help you understand what your clients,
Here's a step-by-step breakdown of the process:
- Adding a Client on Your Dashboard: When you add a new job for a client, you can specify the relevant type of return and tax year. The client will receive an email notification inviting them to sign up.
- Adding a Client through Your Signup Link: By sharing your signup link, clients can select the job and tax year they need assistance with. The signup page is customized with your branding for a personalized touch.
- Interview Process: After signing up, clients will proceed to the interview page.
- Client's Home Page: Once your client is onboarded, their home page will resemble that of the tax preparer's. It includes custom branding (top left), a preparer's photo, and contact information for the preparer and firm, offering a personal touch within Taxaroo.
- Status Tracking: This section highlights the actions required by the client. For instance, when the tax preparer requests tax information, sends an invoice, or submits documents for review, the tracker will prompt action with an orange color.
- Invoice and Payment: When clients click on one of the sections in the status tracker, they'll be prompted to take further action. For example, an invoice will appear on their screen, and we offer a payment lock feature that restricts access to the return until payment is made.
- Approval and Electronic Signature: Once the invoice is cleared, your client gains full access to their documents for review and electronic signature.