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As an accountant and tax lawyer who works 100% remotely with clients, I'd like to chime in. I definitely think that there is a place for a service that can help
by markklarich 16y ago
As an accountant and tax lawyer who works 100% remotely with clients, I'd like to chime in. I definitely think that there is a place for a service that can help people find accountants and lawyers. The average person has no way of knowing how to choose -- what makes a good preparer/counselor? How much should they cost? How available should they be? This is the obvious part of what could make Sanetax very helpful.
The less obvious part to folks who aren't in the "industry" is that accountants and lawyers really struggle with technology issues. Technology is not their primary skill and yet tax preparation has become very tech intensive. Add to this all the issues around privacy. There aren't any good solutions that have been widely adopted in these communities for handling confidential material online--i.e. your social security number.
Speaking for myself, I use Magic Vortex where I can for file transfer, but have only recently transitioned to using encrypted pdf's in emails and have had considerable problems with client confusion with the files. I cannot imagine the extra technical support that I might have to provide while trying to use encrypted email, even though it's totally warranted. Perhaps Sanetax can help with these issues.
I would also like to strongly agree fully with fourply's post. The entire industry is not as simple as it might appear from the outside. Like most things we live with these days, regulations are multiplying even as we speak, and they vary widely from state to state. Accountants and lawyers have to meet restrictive federal and state regulations, including around how we get clients in the first place. Hopefully Sanetax will find ways to work with all these rules.
- SriniK 16y agoThanks for comments. Yes it is so true about how inconvenient it is with the whole pdf encryption and complicated technology in general. Speaking of attachments, we are also the makers of http://www.getdropandlock.com http://www.getdropandlock.com - which did fine but still lot of inconvenience with remembering passwords and everything. If you attended IRS Live March 30th session, it was clear from the session that we are going to get more regulations. However, we also expect regulations should improve IRS efforts in protecting consumers. With the Sanetax, we would like to fix the convenience part of taking an expert's advice in taxes.