The Client Connection Suite service which unites eSignature and Link to help our clients.

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Link is a secure online portal that helps getting the client information in an organized and convenient way.

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Usually it takes an average of 7 days for a client to sign and return the 8879 form causing delays in our ability to eFile. eSignature can reduce it to minutes.

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Our firm will send engagement letters, questionnaires and checklists based on prior year returns in a single email request. No more printing, collating, stuffing, labeling and shipping organizers that our clients don’t use.

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With this new service:

 

• Our clients will receive our request and send their signatures within the same day
   

• Eliminate the time associated with traditional print and mail processes
   

• Give our clients the modern convenience they want

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Secure

Avoid the risk of sending  our clients' confidential information by mail, email or unsecured file-sharing and protect them with 256-bit encryption.

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Fast

Request client data and rely on automated reminders to help us get everything you need, when we need it, to complete returns faster. 

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Accurate

Import our clients' data into the their return directly from their financial institutions and uploaded documents to make it much easier for them.