Technology
Electronic Tax Organizers
This year, the firm will be securely sending tax organizers to selected clients. The electronic tax organizer is the same document you are already familiar with, just sent via email. You have the option of completing the document electronically, saving it, and sending it back to us securely through our online portal, or simply printing it and completing it manually. Further instructions will be emailed. If you wish to receive your tax organizer electronically, please contact us at clientcare@nicholsaccounting.com.
Tip: Tax Organizers are utilized only by individual tax filers, not business entities such as a LLC, or Corporation.
Secure File Upload
Now, sending secure documents to us is a breeze. No account needed, and no login required. Simply navigate to the File Upload Client Portal section of our website, select the employee to whom you want to send the secure document, browse and attach your file, and send. It’s that easy! Click here to view the file upload portal.
Tip: This solution works best with files that do not exceed 2GB. To send us larger files, such as a QuickBooks file, the Client Document Portal option below is the better solution.
Secure Client Documents
Tired of having to locate your tax returns every time you need them? That task just got a lot easier with our Client Document Portal. This section of the client portal allows clients to securely store documents for long term use. You can also send a copy of your tax return (or other documents saved in your portal) to another third party, such as your banker. This section of the client portal does require a user login and password. If you’re not already utilizing this convenient service, please contact us to start your client document portal today! Click here to learn more.
Tip: You can store other important documents in our secure portal as well, such as a will or trust document.
There’s an App for That!
On the go? Accessing documents within your client document portal is simple. Just download the free Sharefile App from your iPhone or Android device, download, and login to enjoy simple access from your phone.
People
Karyn Scott, Best wishes
Karyn Scott
Karyn Scott has a passion for estates and trusts and has recently obtained a position with a company that specializes in independent fiduciary of conservatorships and estate administration. Karyn will be working with her Nichols’ clients to help transition them to other professionals within the firm. The Nichols Accounting Group has been blessed to have Karyn on our team, and we wish her well in her new endeavor.
New Hires
We’ve been fortunate, and need more people to help serve our clients. A warm welcome to our new hires, Shelbi Schultz in Ontario – Receptionist, Debra Grubbs in Nampa – Bookkeeping, Cody Corbridge in Nampa – CPA, and Jennifer Schmerer in Nampa – Staff Accountant. Watch for an upcoming press release with more information about our new team members.