Client information security
Due diligence records
Review of all documents
Processing & Preparing Tax return
Safe guard thier information
Security of clients records
Routine tasks need routine procedures if you want to stay organized and keep things running smoothly.
Office systems, including desktops, laptops, file servers, multi function printers, and mobile devices, will need both the administration and emergency procedures. When the system crashes or a computer-related piece of equipment fails, everyone in your office needs to know who to call and what not to do (such as try to fix the problem themselves).
Good office management depends on people knowing who is responsible for what – it’s people who are accountable who get things done.
You need to have one person responsible for the security of your computer systems and keeping track of things such as accounts, passwords, and software. Using cloud-based systems for office applications, accounting software, and data storage is an ideal solution for small businesses, but you still need to have a trusted person assigned to perform administrative tasks such as adding/deleting users, assigning permissions, etc.
Keeping records sounds like the easiest part of good office management – until you consider the need to keep those records both accessible and updated. But the first rule for being a good office manager will help you get a grip on this; make updating records an office routine. When you get a new customer or client, for instance, it only takes a moment to enter him into your database. Remember the IRS has strict requirments on tax records, everything from retention, security, and availblity to the IRS.
Contact us to learn how you can start your own tax business