Tax Time is Here Again
January 2, 2014
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!