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To know whether you need employees to start a virtual tax preparation business, you must understand precisely what the business entails. Virtual tax preparation is completing the client’s tax returns without leaving the comfort of their own home or workplace.

Regardless of the business being remote, it is still a business and requires a team. You may be wondering why you need more people if you plan to be the sole tax preparer. Even with a narrow stream of clientele that you can independently handle, other departments of a business require external support and assistance.

You need people skilled in IT to handle software, people who will communicate and coordinate with clients, and even people who will manage the data stored electronically. Even if you are well-versed in all the above areas, working alone can burn you out and reflect on the actual work you do.



How to Manage Employees Virtually?


Not being physically present in an office changes the dynamics of the workplace significantly. How you hire, communicate, lead and administer your employees decides the success of your business. So, instead of asking if you need employees, the better question would be to ask how to recruit, manage them in a virtual business setting!


Create a Diverse Workforce


Finding competent personnel for an on-site accounting company might be challenging. Still, you can broaden your search globally with a virtual firm. It’s also feasible to hire staff in lower-cost cities or states, sourcing talent from all around the world.

Many skilled people choose to work from home and seek out chances like this one. You’ll definitely profit from broadening your search outside your local region once you understand you can recruit people from almost any place.


Benefits for Your Employees


Recruitment of employees for your virtual tax preparation will be easier than a physical firm because of the many advantages it offers. Virtual teams have complete control over their schedules. They have the liberty of organizing their own programs as long as work is completed by specified dates and they can achieve objectives. This is a great incentive as it allows every employee to have a work-life balance that suits them personally.

Also, ask yourself how many hours would you be able to spend on your personal life if you were able to reclaim your daily travel time? Employees who work from home can save time by not accounting for extended daily trips or additional time spent in an office. In fact, it will save time for the employees and energy and transport cost that goes in.


Create a Functional Digital Team


When it comes to growing and supervising your virtual tax preparation business staff remotely, your cloud-based tax software will be a lifesaver. When everyone’s activity is updated automatically in the cloud, it’ll be much simpler to cooperate and keep organized.

Accounting software like Canopy can help you navigate and lead your virtual workforce by streamlining and organizing everyday activities. You can access data, documents, customer data, projects, and agendas using software like Canopy, which is mainly built for accounting companies.

Digital collaboration tools like Microsoft Teams can also be used. You can check who’s online, send and receive messages, and start video conversations right away if necessary. Directing a digital workforce may be just as simple, if not simpler, than running a physical workplace with the proper technological resources and clear expectations and communication from you.


Client’s Trust in Your Employees


Now you know that going virtual does not eliminate employees learning about what they need to take care of. Any service related to an individual’s finances is primarily based on trust, and having a physical location that clients can visit helps establish that. With a remote business, transparent communication is critical.


Video Conferencing


When you need to speak with clients “face-to-face,” video chats are a good substitute for in-person interactions. Video conference platforms like Zoom have become more prevalent in the last year, and more customers than ever are familiar with this choice. Allowing the client to see and speak to who they are will make things easier.


Apps With Updates in Real-time


Have all your employees trained in using tax software and applications like the Taxes to Go® mobile app that allow you to collaborate online. Clients will be prompted to upload their paperwork and prove their identity using the app. The system then gives you automated alerts when their papers have been successfully uploaded, as well as keeping your clients informed about your status in completing and filing their returns.

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