Drake Software blog for tax pros, covering tax, IRS news, and more

2022 Contactless Tax Preparation [Infographic]

2022 Contactless Tax Preparation [Infographic]

Is contactless tax preparation the future of the industry?

The pandemic forced businesses across the country to adjust how they served customers. Many customer-facing businesses adopted services like curbside pickup to protect both their employees and customers—programs proving so popular they outlived the restrictions that gave rise to them.

Tax offices similarly evolved to meet the demands of social distancing and gathering limitations. Zoom and phone meetings often replaced in-person appointments, and preparers turned to digital platforms for the secure exchange of client documents.

To learn whether this contactless tax preparation trend would continue beyond pandemic-related restrictions, Drake Software surveyed over 2,300 tax professionals. This group of attorneys, CPAs, EAs, and preparers answered more than 20 questions addressing topics such as the following:

  • Client interest in no-contact, completely virtual preparation
  • Client-facing portal systems
  • The number of returns prepared with no in-office contact
  • Preparer interest in providing contactless services post-pandemic

For the results, download the Drake Software 2022 Contactless Tax Preparation Infographic.

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Drake Software 2022 Contactless Tax Preparation.pdf

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Ryan Norton

Whether designing superheroes, penciling caricatures, or just doodling, I always knew I was going to earn some sort of art degree while in college. That was my goal before I decided to trade Edgar Degas for Edgar Allan Poe during a Freshman English class. The BA in English soon morphed into a double-major in English and Philosophy, eventually becoming an MA in English. It only makes sense that I learned of a writing opportunity for a local marketing firm while teaching a first-year college English course. Before I knew it, I was writing and editing tax-related articles for Taxing Subjects, and this has been my home since 2014.

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