MY VIRTUAL CPA, CFP®- How it Works
My Virtual CPA is my self-branded process for remotely working with clients securely, while providing the utmost personal and professional experience. Frawley Financial Services, CPA in Naples FL serves clients locally, and nationwide remote, via My Virtual CPA.
MY VIRTUAL CPA, CFP®
Through My Virtual CPA, CFP®, I am able to serve my clients no matter where they are located using secure technology. I do much of my CPA and CFP® work remotely as many clients are far away, located all over Massachusetts and all over the country. If you are unable to visit our primary location in Naples, FL, then My Virtual CPA, CFP® is for you! Clients can always fax their tax and other financial documents 24/7 or mail them if they prefer, but now they can also scan or take cell phone pictures of them, and upload them safely online. I host a secure file sharing site through Secure File Pro found here, which uses 256-bit bank-level security for file transfers. In addition to being secure, the site is user friendly, and I will get an email notification whenever you upload a new document. Likewise, when I have documents to send you, such as your completed state and federal tax returns, you'll receive an email notification as well.
If you are new to remote access, allow me to briefly explain it. After giving you an estimate for the accounting or financial planning work, I will tell you what information I need from you, and we will set up a tentative time table for document gathering. I will send you a new Secure File Pro account, which you activate via email within 48hours (or the link expires and I can send a new one), and you will create a password, and then sign in. Your sign-in screen will look like this:
Once you sign in, you will see "Documents from Preparer" and "Documents to Preparer" in the left pane. If you click on "Documents From Preparer," you will see documents I have sent you as seen on the following screen:
Here we see I have sent you your completed "2013 Tax Returns Documents," as well as a copy of the "Client Engagement Letter," both of which you electronically signed using my Adobe EchoSign account (shown later). To open a document simply check the box immediately to the left of it, and click "Download" to the right, and it will give you the option to open or save the pdf file. It's that simple:
Uploading files will be demonstrated next, and is just as quick and easy. Simply click on "Documents to Preparer" and click the "Upload" located button below "Client Home."
Next click "Select" and browse to the file you want to upload, select it, and then press upload and you're done!
I will then get an email each time you upload documents, which I will download, and use to complete the engagement. If any info is missing, I will call or email so you can upload them as they become available to you. The process is very easy, and you can do it from the comfort of your own home. Of course, I'm always just a phone call away if you have any questions, or need some help to get started!
After the engagement is finished, I will upload the completed work to you through the File Secure Pro site, and send you electronic pdfs to sign via Adobe's EchoSign. Isn't a manual signature required? Not anymore with Adobe Echosign. Adobe offers a secure digital signature, which is required for e-filing tax returns, and signing the engagement letter.
During our initial phone consultation, I will happily go over the simple process, and answer any questions you may have. I plan on making a brief video after relocating, which will show how easy and convenient is to use. I look forward to offering both accounting and financial advising solutions remotely with My Virtual CPA, CFP®, and I look forward to working with you!