2 Comments

  1. Wanda Sanchez
    January 6, 2019 @ 3:01 pm

    If I start to work from hone as a tempted tax preparer. How can do retrieve a link to obtain documents from the clients?

    Reply

    • LTruex
      January 7, 2019 @ 10:43 am

      Hi Wanda,
      I’m not an expert on this, but for there to be a link to client’s information, they’d have to have it stored in the cloud. Many of the money management services do offer this. The other option is that they can use their financial software to generate reports that have the info. This can be uploaded to the cloud (i.e. Dropbox). It could be emailed, but you’d want to be careful about that since you wouldn’t want the information compromised. Intuit has information about starting a home-based tax service that might help. I hope this helps!

      Reply

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