We have some big news to share! At WestboundHQ, we’re always looking for ways to make your experience smoother and simpler. That’s why we’re moving to a new client portal and invoicing system. This change is all about giving you better tools to handle your tax needs easily and securely.
Here’s what’s happening:
New Client Portal: Our new system will make it easier for you to access and upload documents in addition to chat with our team. It’s user-friendly and designed to save you time. Try the TaxDome phone app instead of scanning documents. Phone pictures are automatically converted to PDF files to save you time.
Improved Invoicing: You’ll notice a cleaner, more straightforward invoicing process. No more confusion—just clear, easy-to-follow steps that come from the same provider as or portal.
New Tax Organizer: We’re moving to a more powerful tax software that will also handle your tax organizer. This should simplify the amount of typing you need to do and it’ll remind you where your prior-year tax forms came from.
We’ve planned this transition carefully to make it as seamless as possible but know you might have questions, and we’re here to help. If anything feels unclear, don’t hesitate to reach out.
As always, we’re committed to making taxes less stressful for you. This new system is just one more way we’re delivering on that promise. We’re grateful to have you as part of the WestboundHQ family and can’t wait to see how these improvements make your life easier.
Thank you for trusting us with your tax needs. We look forward to catching up with you as we work on your taxes!
Chris made a video to explain why we’re upgrading our software. You can check it out here: