1. Auditing Made Easy
Crystal clear tracking of processes and ensuring the availability and security of clients’ information is of the utmost importance to auditors, and Gloria Hill used eFileCabinet to simplify the process of ensuring these outcomes for auditors.
“The last 2 audits we’ve had were Schedule C audits, which is a full audit of everything on 1040 returns, and both of them came back with no requested changes. The IRS doesn’t like those, but I love them!
You know you’ve been thorough when you represent a client so well that the IRS can’t find anything wrong. Of course in an audit, I can pull up all the records that the auditor might need, including a paper copy of something the client has given me.
So the advantage of having this program, even if someone calls me on the phone and starts talking to me about their situation, is I immediately go to eFileCabinet instead of to whatever other software I’m using. We store their W-2s, their 1099s, and their bookkeeping records, so I can take a look at things that they might be talking about without having to pull up that program that somebody else might be using during that phone conversation. It makes it very easy to keep the records that the IRS might ask for in the event of an audit.” -Gloria Hill