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How DGC Utilizes Technology to Streamline Client Experience
DGC is always looking for ways to utilize technology to make our client experience more secure and efficient. Now that we are in the middle of another tax season, we wanted to remind our clients about the technology programs our firm is using to help save you time.
TaxCaddy – Most of our clients are familiar with SafeSend. DGC uses this program to assemble and deliver tax returns digitally. Again this tax season, our firm is proud to partner with TaxCaddy. This program works in tandem with SafeSend and makes the tax document gathering and sharing process more efficient. TaxCaddy’s features include automatic retrieval of common tax documents like 1099s and W-2s and an app that allows clients to take photos of their tax documents and upload them from their computer, tablet or phone.
Adobe Sign – This program allows clients to sign and send documents digitally. Adobe’s safe, simple and easy-to-navigate interface gives clients an alternative to signing paper documents.
For more information about how our programs and technology will enhance your client experience, please reach out to a member of your DGC client service team or Katherine Freund, Director of Marketing at 781-937-5130 / email@example.com.