Lee Knoll discusses leveraging technology for easy tax and accounting solutions
Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-lee-knoll-managing-partner-of-knoll-company-next-generation-cpa-firm-discussing-simplifying-tax-and-accounting/
Client portals, e-signatures, and document management apps are essential tools that can significantly enhance communication, security, and efficiency in handling tax and accounting needs. Lee Knoll emphasized the importance of leveraging technology to simplify tax and accounting processes.
Client portals, such as the one used by Knoll, allow clients to securely upload documents, receive tax returns and financials, and communicate with their accountants. This centralized platform ensures that all communication and documents are stored securely in one place, eliminating the need for traditional email exchanges that may pose security risks.
Moreover, the use of e-signatures for tax returns and engagement letters streamlines the signing process, making it convenient for clients to sign and return documents electronically. This not only saves time but also ensures that all signed documents are securely stored within the client portal for easy access.
Additionally, the implementation of apps like Dext for receipt management simplifies the process of organizing and storing receipts. By allowing clients to take a picture of receipts and automatically upload them to the system, the need for physical storage of paper receipts is eliminated. This not only reduces clutter but also ensures that all necessary documentation is readily available for accounting purposes.
Lee explained: “We focus on the most efficient way to process tasks for our clients, and save everyone’s time.”
Overall, the integration of these tools not only enhances communication between clients and accountants but also improves security by providing a secure platform for document exchange. Furthermore, the efficiency gained from utilizing these technologies allows for a more streamlined and effective approach to handling tax and accounting needs.
Lee also shared: “Forget the Shoebox, Let us do the books; We have the tools to simplify tax and accounting.”
Video Link: https://www.youtube.com/embed/_fLcmo5EXTo
About Lee Knoll
An experienced CPA, Lee has worked in the accounting profession for over 30 years advising clients in small businesses, estates, and trusts as well as being an Advanced QuickBooks Certified ProAdvisor, QuickBooks Online Certified, and Bill.com guru. He has advanced expertise in working with businesses in the real estate, transportation, legal industry and professional services industry.
Learn More: https://www.knollcpa.com/
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