Transfer Client Data Between Firms

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

Periodically clients of accounting firms will change firms for a new tax year. When this happens, the new firm often requests client data be transferred for the tax year they are taking over.

How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes.

Other tax software does this today and it makes it easier for the new firm to begin preparing returns for the client.

Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information.

Data entry will be lessened, which will reduce the time needed by the client and new firm to begin preparing tax returns.

How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea.