Making it Safe to be a Tax Professional in COVID-19
Charlotte-based accounting firm launches tax preparation software that allows for social distancing between tax professionals and their clients for the upcoming tax season
By: ATG Accountants & Advisors
With over 50 years of combined experience, the creators of Refund Kingdom™ saw a need for tax professionals to be able to retain and provide clients with a COVID-safe environment. Additionally, the software is coded, in part, with information from trends and needs of the clients over the last 15 years.
The tax software was created with both the tax professional and client in mind, allowing for continued interaction, shared documents, and creation of tax filings in a safe and secure virtual office. The start of the art technology meets all IRS compliance measures with an interface that allows for ease of use on both sides of the client interaction.
For the client, the mobile app provides a safe and secure method to upload documents and engage with the tax preparer of their choice. Clients can outline items, such as: deductions, business expenses and charitable deductions within their end of the virtual office.
Lester Selby, founder of ATG Accountant & Advisors, says that this software is necessary in our current state of quarantine amidst the pandemic. His thoughts are simply stated, "If your tax preparer isn't using Refund Kingdom™, they don't have your best interest at heart."