Coronavirus: Tools to Facilitate Virtual Collaboration
Coronavirus Readiness: Tools to Facilitate Virtual Collaboration
In response to the current Coronavirus (COVID-19) pandemic, we are following recommended cautions and safety guidelines as communicated by the CDC, federal government and our state government. Accordingly, we are encouraging the increased usage of electronic document delivery (rather than paper) and video conference meetings (instead of in-person meetings).
Let’s all do our part to help slow the spread of this virus, and keep as many of us as healthy as possible. #flattenthecurve
Below are virtual and digital platforms we currently support. These platforms are not new to us, and have been a port of workflows for many years. We have extensive experience and knowledge in working digitally and remotely. With these tools and resources, we are well positioned to continue working effectively together, without disruption to you.
Access our calendar availability, schedule an appointment, and receive instant confirmation with reminders. Schedule a time that is convenient to you, without back and forth emails and phone calls to work out a time.
Video conference platform. Free for you to use. No downloads necessary. We provide a web meeting link to you.
Webcam and microphone required for best experience. Mobile devices are supported, also. Just download the Zoom app.
Easy document sharing solutions. You and us can share files and folders for easy collaboration options.
These are the most popular, and easy to use platforms, that our clients utilize.
A scanner in your pocket. When an office, desktop or mobile scanner isn’t available, we use our smartphones. Genius Scan takes amazing scans of documents, receipts, etc. and saves as pdf files. The app supports single and multi-page documents, crops, edits and saves/backups automatically to cloud storage solutions (Box, Dropbox, Drive, etc.). There is a free version, but we recommend the paid version (currently $7.99). It has been an invaluable solution for us.
Cloud based accounting and bookkeeping solutions. Accessible anywhere, anytime. Real-time collaborative assistance from us without transferring backup data files.
Amazing integrations with banks, credit cards, point of sale apps, and other third-party integrations.
We maintain advisor certifications in both.
Cloud based payroll solution. Simple payroll processing for salaried and hourly employees.
Automatic drafting of payroll taxes and employee payroll (direct deposit).
Automatic filling of federal and state payroll reports.
Employee access to payroll data, check stubs and annual W-2s.
And it integrates with Xero and QuickBooks Online to assist with your bookkeeping and account reconciliations.
Have a question that is best suited with a “show me” response? Loom is much more efficient than typing long, detailed emails. Record your computer, or mobile device, screen, along with a video of you, answering questions.
We can answer questions on Xero, QBO, Gusto, or present documents on screen to provide visual context. It’s an awesome solution with endless potential.
For individual income tax documents, upload your information in an organized manner. An easy to use way to provide your tax information electronically.
Receive a document request list based on your prior year tax returns, and answer tax questionnaires.
Receive electronic copies of your tax returns, and paper vouchers, upon completion. Let us know if you would like a free account. We can send you an invitation email to join.
SafeSend Returns
SafeSend provides electronic delivery of your income tax returns, payment vouchers, quarterly estimated tax vouchers (with email reminders), and electronic signatures of e-File authorization forms.
