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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