So how are you handling clients in light of the virus ?

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  • Lion
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    CCH's FileShare/mail/UPS/FedEx/mail slot in front door. Discuss via email (preferred so I have a copy to save electronically) &/or telephone. Signatures and return delivery via CCH's eSign or FileShare when NY is involved. I'll mail folders later when it's safe to go to the PO. Wash hands after handling documents that were dropped off. Trying to eat right, and with the extended filing deadline will get more sleep.

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  • TAXNJ
    replied
    Based on what the health authorities are saying our office is closed and not accepting clients until further notice. We all are working remotely as per health authorities recommendations.

    When dentists & doctors offices are closed except for emergencies that says enough for what we decided. So this is a "no brainer" for us.



    Will accept documents via SECURED electronic submission only. No e-mailing of personal data accepted
    Last edited by TAXNJ; 03-20-2020, 11:33 AM.

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  • Twin Turbo Z
    replied
    With the deadline just today being extended to July 15th. We just decided to close the doors to the public until crap settles. As mentioned above we will continue with drop offs and electronically sent documents. But zero face to face interactions. Our local Ed Jones and other financial offices have closed and clients are having a heck of a time getting statements. But thank goodness they officially changed the deadline. Be safe everyone !!!

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  • Anarchrist
    replied
    Some clients are choosing mail instead of picking up or dropping off. I personally am not doing much different other than cleaning the table and doorknobs a little more often.

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  • So how are you handling clients in light of the virus ?

    We are just taking drop offs (put in our drop box) and clients who send us documents either via snail mail or secure web portal. No face to face sit down appointments. As far as signing and paying us, we do allow clients to make appointments to sign and pick up their copies. We have many older clients and many dont do the internet. So remote signing is not an option. But that may change soon for our protection. Was curious as to what others are doing ? Crazy times !!!
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