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Professionals can now conduct remote interviews so information can be entered directly into HotDocs. AbacusNext said the capability is part of the recent release of HotDocs Advance 1.18.
Firms can simply select a document template, create a link to the document interview, and send the link to the client to complete virtually. Gathered information is returned to the firm for use in generating documents.
Users have the ability to monitor their client’s progress on the interview.
Bob Scott has provided information to the tax and accounting community since 1991, first as technology editor of Accounting Today, and from 1997 through 2009 as editor of its sister publication, Accounting Technology. He is known throughout the industry for his depth of knowledge and for his high journalistic standards. Scott has made frequent appearances as a speaker, moderator and panelist and events serving tax and accounting professionals. He has a strong background in computer journalism as an editor with two former trade publications, Computer+Software News and MIS Week and spent several years with weekly and daily newspapers in Morris County New Jersey prior to that. A graduate of Indiana University with a degree in journalism, Bob is a native of Madison, Ind