It’s tax season again, and as your clients start rolling in your doors, don’t forget that you’ve got two options to collect their tax information.  You know all about the Online Tax Organizer and how easy it is to securely accept your clients’ sensitive tax information, but don’t forget our other tax organizer: the printable PDF organizer.

For your clients who prefer to visit you in person, or if you prefer to work offline, the PDF organizer is a complete tax organizer that your clients can print, fill out and bring to your office.

If you’re already using the PDF organizer, then the next time you open it, you’ll see a new section: Automobile Use in 2008. This section includes fields for all the information you’ll need to help your clients deduct their auto expenses and mileage.

Click above to view the complete organizer

If you’re not already using the PDF organizer, and you’d like to start, it’s easy. You’ll find the PDF Tax Organizer in your SiteManager under the “Add Pages” menu.  Just select “Tax Organizer (PDF)” then click the add button.

It was your suggestions that prompted the addition of the Automobile Use section. We’re always on the lookout for ways to improve our content and tools, so if you ever run into any problems, or if you just have a suggestion for an improvement, please call, email or use our Live Help Chat to let us know.

When you log into your Secure File Exchange today you’ll see a slick new version of your dependable Secure File Exchange.  This streamlined new look is just the beginning of the improvements included with this new version.  It’s faster, cleaner, easier to use and more intuitive for your clients.

The sidebar is gone, and the full width of the page is now available for you to more easily view and manage your files.  In the sidebar’s place is a space-efficient and intuitive “breadcrumb trail” above your files. This breadcrumb trail makes it easy for you to ensure, with a glance, that you’re uploading the file to the proper location without any chance of confusion.

Uploading and downloading files works the same as it always has- just navigate to your target document folder and click the ‘Upload’ button.  The difference now, is that navigating the Secure File Exchange and browsing through your stored files is lightning fast. Have you got a client with a lot of stored files? Do you need just one? Files are listed quickly, so you can find the specific file you’re looking for in the alphabetized list without waiting.

If that’s not fast enough, you can now search through both users and files to find just what you’re looking for in seconds. Simply type the term you want to search for in the field, and the Secure File Exchange will return a list of all the files and users that match your search term.

You can download, move or delete the file right from the search results, or click the link in the Description column to visit the file’s location. It couldn’t be easier to find files and client users now.

In fact, you suggested another improvement that makes it easier to find your client users. The Client Documents list now displays both the clients’ names, and company. So if your client self-registered under a different company or an unfamiliar name, you’ll be able to find the user on your list easily.

Even communication with your clients has been improved thanks to your feedback and suggestions.  The Secure File Exchange’s email notifications have been adjusted and corrected to minimize the chances of the message being caught up in your client’s spam filter.

We’re continually improving our tools and features to produce the best possible services for you. If you have any concerns, suggests or improvements we can make for you, please give us a call, send an email or contact us through our Live Help Chat.