Tax Time is Here Again

 

The holidays are over and 2014 is the beginning of a new relationship between dagi and our clients.  We are changing how we receive and transmit tax documents with our technology savvy client base; new online secure client portals are just the beginning.  Tax Organizers for individual clients are being distributed via the portal in mid-January.  Tax returns, along with a variety of important client source documents (such as W2s and K1s), will be stored on the portal so clients can access their information 24/7 without needing to contact our office.  Keep an eye out for other new features coming soon!