If your 1040 clients email you photographs of their source documents, they’re sending you a signal: paper organizers and generic portals are things of the past. These days, clients expect the same mobile, modern conveniences they receive from other financial service providers.

In this session, we’ll discuss how to use Net Promoter Score and customer satisfaction surveys to ensure happy clients today and into the future. We’ll demonstrate modern, mobile 1040 technologies that improve the client experience and reduce tax season stress.

Learning Objectives:

• Recall how to automatically retrieve tax documents the day they’re issued from banks, brokerages, and payroll service providers


• Identify how to allow clients to photoscan paper documents with a mobile app and deliver them to you securely (no more emailed photographs!)


• Determine how to provide secure, centralized messaging for easy collaboration


• Determine the best way to utilize e-signatures, tax return delivery, and mobile payments