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Here's how DT NetLink works:
Start-up
Dr Tax Software will create a database for your clients
only. The welcome pages and database will be fully branded
with your firm's name and logo. We will provide you with
information and reference buttons to be placed on your Web
site to inform and direct your clients to your very own
data collector.*
Export
Through the process of data integration, you will copy your
clients' permanent and carryforward data to your online
database.
Invitation
You may then advise your clients of this exciting new service
and invite them to visit your site and log onto DT NetLink
using the user ID and password that you have provided specially
for them. Be sure to tell them about the benefits of using
the data collector and how it will save them time and money.
Interview
Using any computer with Internet capability, your clients
may access DT NetLink from anywhere in the world just by
going to your Web site. DT NetLink uses the easy-to-use
QuikClik interview process. With it, clients may step through
all available screens or skip to the input screens they
need.
Import
DT NetLink will alert you of completed interviews and allow
you to view and edit your client's interview online. Completed
interviews are then imported seamlessly into DT Max for
final verification and data processing.
DT NetLink may not be for every tax client but it is an
invaluable tool for every progressive tax practice.
To order DT NetLink for your firm, click
here.
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