NETWORK MEMBERSHIP
BE PAPERLESS VANGUARD SUCCESSFUL
NETWORK MEMBERSHIP
BE PAPERLESS VANGUARD SUCCESSFUL
GLOBAL ACCOUNTANT NETWORK, L.P
Independent Tax and Accounting Professionals Pooling Technology Resources
The Cost of running your own Information Technology infrastructure is significant. Spending time on non-billable efforts will hinder you. Non compliance will take you out of business.
GLOBAL ACCOUNTANT NETWORK, L.P
Independent Tax and Accounting Professionals Pooling Technology Resources
The Cost of running your own Information Technology infrastructure is significant. Spending time on non-billable efforts will hinder you. Non compliance will take you out of business.
Have You Considered The Following Scenarios?
What is Your Current Backlog? What has caused those delays? Are Your Clients Satisfied With Your Turnaround Time?
Are You Able To Remote Wipe Data From Your Phone?
Try Googling “hack”+Your Phone Model.
Audits for compliance with due diligence for certain tax benefits, such as the earned income tax credit (EITC), child tax credit (CTC), including additional child tax credit (ACTC), credit for other dependents (ODC), American opportunity tax credit (AOTC) and/or the head of household (HOH) filing status, as defined by IRS Section IRC 6695(g) are an example of the Preparer Compliance Program. The IRS looks at returns with a high chance of errors completed by the same preparer and use that information to select preparers for due diligence visits. The IRS may have contacted the preparer using one of the other tiers of our Preparer Compliance Program, but they don’t use all of them for every preparer.
Auditing for due diligence compliance | Earned Income Tax Credit (irs.gov)
the GLBA Safeguards Rule requires accountants to document security plan outlining their efforts to protect client information. A firm’s size, operation and complexity will need an accordingly detailed plan. We are handling sensitive information.
You should be ready to :
- Have a Security Program Champion
- Thoroughly evaluate the platforms you choose to service your client. Ensure they are GLBA compliant. Continuously monitor and test.
- Identify the risks to your operation and continuously test and improve safeguards.
Would You Like To have Other Industry Specialists Available For On Demand Consulting? Participation in a referral network will strengthen your skills with Years Of Experience that Can Be The Key Difference In Your Ability To Take on Higher complexity Engagements.
For Those Professionals Open To Providing Mentorship, There Are No Words To Express The Gratitude. Thank You For Passing On Your Knowledge. This Platform would help you in the endeavor of doing so in an efficient manner.
Don’t Wait Until You Face An Emergency To Upgrade Your Workflow.
HAVE YOU CONSIDERED ANY OF THE FOLLOWING SCENARIOS?
Have You Considered The Following Scenarios?
What is Your Current Backlog? What has caused those delays? Are Your Clients Satisfied With Your Turnaround Time?
Are You Able To Remote Wipe Data From Your Phone?
Try Googling “hack”+Your Phone Model.
Audits for compliance with due diligence for certain tax benefits, such as the earned income tax credit (EITC), child tax credit (CTC), including additional child tax credit (ACTC), credit for other dependents (ODC), American opportunity tax credit (AOTC) and/or the head of household (HOH) filing status, as defined by IRS Section IRC 6695(g) are an example of the Preparer Compliance Program. The IRS looks at returns with a high chance of errors completed by the same preparer and use that information to select preparers for due diligence visits. The IRS may have contacted the preparer using one of the other tiers of our Preparer Compliance Program, but they don’t use all of them for every preparer.
Auditing for due diligence compliance | Earned Income Tax Credit (irs.gov)
the GLBA Safeguards Rule requires accountants to document security plan outlining their efforts to protect client information. A firm’s size, operation and complexity will need an accordingly detailed plan. We are handling sensitive information.
You should be ready to :
- Have a Security Program Champion
- Thoroughly evaluate the platforms you choose to service your client. Ensure they are GLBA compliant. Continuously monitor and test.
- Identify the risks to your operation and continuously test and improve safeguards.
Would You Like To have Other Industry Specialists Available For On Demand Consulting?
Those Years Of Experience Can Be The Key Difference In Your Ability To Take on Higher Paying Engagements.
For Those Professionals Open To Providing Mentorship, There Are No Words To Express The Gratitude. Thank You For Passing On Your Knowledge. This Platform would help you in the endeavor of doing so in an efficient manner.
Don’t Wait Until You Face An Emergency To Upgrade Your Workflow.
BE RECOGNIZED FOUND SUCCESSFUL
You Need An Automated Lead Generation and Onboarding System
- WordPress Blog with Landing page templates and media library.
- Profile Page Included
- Landing Page Included
- Booking Page To Your Outlook Calendar
- Online Quote Request Form
- SEO Included for 1 Landing page
- Managed Adwords Campaigns
BE PROACTIVE COMPLIANT SUCCESSFUL
Are You Keeping Your Customer's Data Safe?
- GLBA Compliant Remote Desktop Environment
- Dynamics 365 Client Portal
- Online Questionnaires
- Common 1040 Intakes: Schedule C, Rental Properties, Retirement.
- Adobe Suite
- CCH Axcess, Lacerte, Drake, others
BE PAPERLESS VANGUARD SUCCESSFUL
Scale your Business
- Vanguard Technology Stack
- Standardized Workpaper Process
- Turnkey Paperless Virtual Office
- Dynamics365 Practice Management
- Tax Help Software for Transcript delivery and analysis
- 22 Specialized and Customizable Online Intake Organizers
- Specialized Quesionnaires: Foreign Earned Income. Foreign Tax Credit. Controlled Foreign Corporations.
- Build Your Own
- Advanced Online Quote Request Form
- Online Quote Delivery, Engagement Letter, Payment and Client Onboarding
- 24/7/365 IT Support
- PTIN Staff Available Hourly
- CPA Staff Available Hourly
- Industry Leaders Available for Joint Venture Agreements
Simplify Your Software, Marketing and Tech Support Spend
Cost Recovery
Per Return- $ 39.99 / year
OCR Addon $30- PTIN Staff $20/Hour
- CPA Staff $50/Hour
- Request Demo
Prefer Your Own
Server?- $ 4,000 Consulting Fee
Customize Any of
The Features for Your Firm- Use Your Own Licenses
- Compare to Tech Stach
Used By Big4 - Request Info