Meet Alexandra. Alex is a tax accounting professional. She collaborates with parties outside her company (individuals, businesses, and non-profits, etc.) to prepare financial and tax documents. Alex and her team use all sorts of tools to collaborate internally, including accounting software, Microsoft OneDrive, and Excel.
For her external collaborations, instead of email, Alex uses TakeTurns.
TakeTurns is a new way to share, request, review or revise documents and files with your external parties. It’s based on the simple idea of collaborating turn-by-turn.
Here’s why Alexandra likes TakeTurns.
Apply a simple turn-by-turn structure to streamline work with your clients and avoid unstructured email exchanges for document requests and filing reviews.
Track progress, identify bottlenecks, and view all your open activities for all clients in one place.
One place to share, review, revise, and request client files, and tax and financial documents.
See what was requested, what was received, and the state of any outstanding document requests.
At any time, invite the business stakeholders and firm experts that will help prepare financial and tax documents. Access to full history ensures that every participant comes up to speed more quickly--including back-ups for when you're out of office.
Share key deadlines with your clients to ensure filings are submitted on time.
Prevent the proliferation of sensitive financial and tax documents in everyone’s inboxes. With TakeTurns, files are secure and disappear after the work is complete.
Create and share a package of all approved and signature-ready versions of tax and financial filings.