You can allow your customers to access your business landing page to select a date that's available to schedule an appointment
You can store, and access, all your clients information from our DocuManagement System. Keep everything nice and organized in digital client folders.
You can send tax documents off for signature, or even request additional documents from your client as well. You could also have this integrated into your own Company Website so they must go to your website to submit their information.
You also can text message your clients with appointment reminders and to request information.
We strive to enhance our Paperless Office System as time moves on. We always encourace our customers to provide us vital feedback with new features or changes to our current system. All Sure-Fire Taxes customers will receive our Paperless Office Software for free this coming tax year!