Remove client-login
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TaxConnex Unveils New Client Portal for Improved Client Experience and Data Security

TaxConnex

TaxConnex ® is excited to announce the launch of a new client portal, Client Connexion. Client Connexion will provide a streamlined client experience and enhanced data security through an intuitive user interface and encrypted portal. Click to learn more about Client Connexion!

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Questions to Ask Your Sales Tax Provider Before You Sign the Contract

TaxConnex

The good news is there are other providers that put the client first and ensure sales tax is managed correctly. You will also want to be sure the login credentials are specific to your company and not related to a “master login” where they file for many customers. in every state? Will you accept data in any format? ?And

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7 Steps to Make an Easy Transition to a New Sales Tax Outsourcing Provider

TaxConnex

Gather your documentation – This includes the tax calendar, registration numbers, filing and payment requirements, and logins and passwords. This tends to lead to a better fit in the next client/service provider relationship and ultimately more overall satisfaction. Often times you need to provide advanced notice of cancellation.

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Personal Cybersecurity Habits You’re Overlooking

Withum

As users or end-users in IT terms, we often receive notices and trainings to keep our company and client data safe. Password managers, such as Dashlane, or others available to individuals, are secure software tools that track and store your unique passwords, allowing the user to remember ‘one’ master password for all logins.

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Intuit QuickBooks Online Accountant Now Available in 170 Countries

CPA Practice

Intuit QuickBooks has enabled global free access to QuickBooks Online Accountant (QBOA), allowing accounting professionals in 170 countries “to move to the cloud faster, scale their practices and bring more value to their clients and the wider economy.” It’s a hands-on, “Do-It-With-Me” session.

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TaxDome Unveils Premium IRS Integration for Streamlined Transcript Retrieval

CPA Practice

While accountants and tax professionals have previously waded through the IRS portal, TaxDome’s integration expedites and simplifies this process, allowing tax professionals to concentrate on their primary objective: serving their clients. Straightforward Setup: Users can quickly integrate this feature through their Settings tab.

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Avii Launches Avii E-Sign

CPA Practice

Avii E-Sign is seamlessly automated throughout Avii Workspace, offering accounting professionals a native digital signature solution that ensures security and integrity of documents, enhances efficiency and productivity, and uplifts user experiences for both accountants and their clients.