It’s hard to believe, but the income tax filing season is just around the corner. We’re already gearing up for the new season, and we are excited to make it the most convenient process ever for our clients.
Introducing Our New Client Portal — powered by Qount
We’re taking our technology to the next level for the 2020 tax season and beyond. Our new and improved client portal includes tools that improve collaboration, information sharing, and document exchange. The portal maintains the bank-level security and encryption you’ve always had with our practice, while providing a more organized and connected experience.
Here’s a few highlights on the great new functions we know you’ll love:
- Your client portal access allows for multiple user accounts. This means you and your spouse or business partner can share data within the portal. This was a frequently requested option that our old portal could not support, and we’re excited to offer this new functionality.
- Now all your documents on the portal can be organized into folders. Our prior portal only allowed segregation by year, and the new portal will allow documents to be maintained in folders by type.
- Finally, the entire engagement process is now a breeze. All contracts, required signature files and billing will be housed in the new portal making it your one destination for all phases of your work with us.
All clients will receive an email invitation to create your free account on the new portal from the company email info@nextgen.tax. Invitations will begin on Monday, December 9th. To allow for a smooth transition process, groups of clients will be invited each week over a 6-week period and all clients should be transistioned by January 15, 2020. This will ensure all clients are plugged in with the new portal ahead of the tax season. Please be on the look out for your invite, and feel free to contact us with any questions or concerns!