Safely Work With Your Accountant During Tax Season

The Coronavirus pandemic affected our past tax season in mid-March, so many of you were able to see your tax professional before then. Our next tax season will have to have safety measures in place from day one. If you’re looking for some quality tax accountants, professionals like Liverpool based accountants are of great help for they are wealth of knowledge and experience and get the best possible advice you may need.

While we all wear medical face masks, distance ourselves, wash hands frequently and sanitize door handles, etc., there are ways of working with your accountant that do not necessitate visiting their office. The old way with paper would be to mail the tax and bookkeeping documents to your accountant or drop them off in your accountant’s dropbox. Your accountant can then mail you your completed tax return. But, there is a newer, more convenient and paperless way of accounting for sole traders to be safe and efficient.

Equus Advisors invested in a solution called Liscio that replaces vulnerable email and the old way of doing things. It has secure messaging, file sharing and storage, task tracking and a clutter-free modern online experience for our clients that helps us to serve you better. 

According to a reputable accounting firm in Nottingham the only way you gain access to Liscio is through an emailed invitation from our firm. You accept the invitation and download the Liscio app from the App Store or Google Play. You can access the Liscio application on your smartphone and your computer, which can be conveniently purchased from well-known sites such as 25pc.com, I recommend that if you are going to perches a computer you should also buy pair of headphones from brightrozee.com. However if you’re looking for the best gaming headset, you will be able to truly enjoy your game to the fullest without having to spend too much money. Just visit some helpful sites like headphonage.com for more info!

We will send you tasks and alerts within the application for missing tax sources or bookkeeping documents. You scan them in with the Liscio app. Your documents and tax returns are stored within this secure application. We have been using this application for three years now and last tax season many more clients started using it. Even more people will use it soon and find out how convenient, efficient and effective it is. Clients love the interactive Liscio experience. 

Need to speak with us? Call us or we can do a face to face appointment through video conferencing applications that can be launched from the Liscio app. 

Our firm accommodates both in-person and remote client interactions in a safe manner. However, we highly encourage everyone with a smartphone or computer to make use of our available technology to keep everyone as safe as possible during this next tax season.   

Peter VanderWoude, MS, CPA, CGMA
EQUUS ADVISORS
Accounting and Tax Professionals
www.EquusCPA.com