Tax season is just around the corner and we know that life can get hectic. The last thing you want to have to remember is to stop in and drop off your tax documentation. This year you can relax, we’re here to help. Haukkala & Co., P.C. now offers a Client portal and a web-based tax organizer for your convenience.
Client Access portal:
The security of your sensitive information is very important at. Haukkala & Co., P.C. It is also important that you have a way to send important financial and other documents conveniently. Through our client portal, you can access and transfer files from any computer connected to the internet-whether you are at your home or business. The client portal is a web-based application that allows for the encrypted transmission and storage of your electronic financial documents and other important files.
Benefits:
· 24/7 Access to your important financial documents
· Safe, secure file exchange of confidential information
· Conveniently stores two years’ worth of complete documents (no need for paper files)
· Easy method to forward financial documents to third parties
· You control which parties have full or limited access
· Eliminates lost, delayed or potentially vulnerable data sent by mail or email
CCH My1040Data: Web-based tax organizer
CCH My1040Data is a Web-based tax organizer from Wolters Kluwer that makes it easier for you, our client to provide your personal information and all tax return-related documentation. CCH My1040Data gives clients greater flexibility and convenience. Immediate online delivery ensures the tax organizer is made available to our clients faster and allows them to provide their tax data to you earlier in busy season via a crisp and clean user interface.
CCH My1040Data is a dynamic Web application — not just a static electronic copy of the paper organizer — that is more responsive to you, our clients’ tax situation because it hides irrelevant questions based on the answers you provide to certain questions. For example, if a client answers “Yes” to the sale of primary residence, additional questions appear to capture relevant details. If a client answers “No,” the additional questions do not display.
Wolters Kluwer regards the security of your confidential data as paramount, and CCH My1040Data was built with thorough security measures in every step of the organizer process.
From SSL technology and data backup to unique passwords and logins for each client, the integrity of our client information is always secure and private.
Benefits:
Eco friendly- Using any PC, Mac or tablet with Internet access, you can conveniently access your personalized CCH My1040Data organizer. (no need for paper files)
Not Yesterday’s Organizer — CCH My1040Data has a crisp, modern interface. My1040Data organizers are streamlined and easy to understand.
More Engaging — The old questionnaire was replaced with updated questions arranged in smaller, more meaningful categories. For example, new categories were added for Healthcare nd for Education, which minimize the number of “Miscellaneous” questions.
Unprecedented Flexibility — You can access CCH My1040Data on a PC, Mac or tablet.
- Decide whether to enter, attach or photograph each item. Clients can also indicate if they will send missing data later.
- Include personal notes to your tax preparer.
If you are interested in signing up for an E-organizer for next year or have any questions regarding Client Portal access send us an e-mail at: info@ironrivercpa.com