Give me the steps to optimize document collection with Taxaroo
Optimizing document collection with Taxaroo involves several key steps to streamline the process and ensure accuracy. Here’s a detailed guide: 1. **Client Onboarding:** - Use Taxaroo’s client portal to onboard new clients. Send them an invitation to create an account and complete their profile. 2. **Customizable Checklists:** - Create and customize document checklists based on the client’s tax situation. Taxaroo allows you to tailor these lists to ensure all necessary documents are requested. 3. **Automated Reminders:** - Set up automated reminders for clients to upload their documents. Taxaroo can send periodic reminders to clients who have not yet submitted their required documents. 4. **Secure Document Upload:** - Instruct clients to upload their documents directly through the secure client portal. Taxaroo ensures that all documents are encrypted and stored securely. 5. **Real-Time Tracking:** - Monitor the status of document collection in real-time. Taxaroo provides a dashboard where you can see which documents have been submitted and which are still pending. 6. **Client Communication:** - Use Taxaroo’s messaging system to communicate with clients about missing or unclear documents. This keeps all communication centralized and organized. 7. **Document Review:** - Review the uploaded documents for completeness and accuracy. Taxaroo allows you to annotate and request additional information if needed. 8. **Integration with Tax Software:** - Integrate Taxaroo with your tax preparation software to
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