Tax is an important accounting function for clients and providing better client service is important to us.
Tax compliance is a specialized service. Keeping a knowledge base current for the level of client service we want to provide and the consistently changing tax laws, is expensive. In running a small cloud accounting firm, Liz realized quickly that she needed a better way to provide tax compliance to clients. She did extensive research and was unable to find a solution that would white-label tax services and take the entire process off of the accounting team. Staffing for tax season was messy, training was difficult, and it was too expensive to just hire someone to sign all of the returns at the level of service needed. This entire concept stems from the desire to provide the best client service possible.