Question $1$

Securing a client's documents before their appointment is a great way that you as a tax preparer

can start to serve the client before you even connect with them for their appointment.

Which statement best reflects this process?

SELECT ONE

a Clients deserve to have one centralized location where all documents, notes, and messages are captured to ensure accurate tax returns. We secure all client documents digitally before we begin service. Digital Drop$-$off offers the opportunity to submit documents online without

coming into the office. This is the best method because it is linked to the client's Verified MyBlock Account ensuring their documents are linked to the correct account.

b Clients deserve to have one centralized location where all documents, notes, and messages are captured to ensure accurate tax returns. We secure all client documents digitally before we begin service. After scanning we need to make sure the documents are marked to share with the client.

c Clients deserve to have one centralized location where all documents, notes, and messages are captured to ensure accurate tax returns. We secure all client documents digitally before we begin service. Sending an upload link offers the opportunity to submit documents online without coming into the office. This is the best method because we verify the client's phone number before sending the link.

d Clients deserve to have one centralized location where all documents, notes, and messages are captured to ensure accurate tax returns. We secure all client documents digitally before we begin service and require all clients to have a My Block Account.