{"id":68307,"date":"2019-11-08t12:30:02","date_gmt":"2019-11-08t17:30:02","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=68307"},"modified":"2022-06-26t23:51:35","modified_gmt":"2022-06-27t03:51:35","slug":"survey-more-firms-using-portals-to-deliver-tax-returns","status":"publish","type":"post","link":"\/\/www.g005e.com\/2019\/11\/08\/survey-more-firms-using-portals-to-deliver-tax-returns\/","title":{"rendered":"survey: using portals to deliver tax returns?"},"content":{"rendered":"<p><strong>less paper, more digital. but email remains a problem.<\/strong><\/p>\n<p><a href=\"\/\/www.g005e.com\/shop\/afot\/\"><i>accounting firm operations and technology survey<\/i><\/a><\/p>\n<p><!--more--><\/p>\n<p><strong>please indicate the percentage of returns you delivered to clients by each of the following methods:<\/strong><\/p>\n<p>the percentage of tax returns delivered electronically reached a plurality for the first time in 2018, with 50% of returns delivered electronically. the trend continues in 2019, with 55% of returns being delivered electronically.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-68308 size-large\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/11\/afots2019_q15a1-849x433.png\" alt=\"data chart\" width=\"849\" height=\"433\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/11\/afots2019_q15a1-849x433.png 849w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/11\/afots2019_q15a1.png 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/11\/afots2019_q15a1-600x306.png 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/11\/afots2019_q15a1-424x216.png 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/11\/afots2019_q15a1-768x391.png 768w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/11\/afots2019_q15a1.png 1217w\" sizes=\"auto, (max-width: 849px) 100vw, 849px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>we are encouraged by the increased use of tools like doc-it portal and citrix files (formerly sharefile) microsoft outlook add-in which helps users convert insecure e-mail attachments to secure portal deliveries from within an e-mail message.<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-68309 size-large\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/11\/afots2019_q15a2-849x440.png\" alt=\"data chart\" width=\"849\" height=\"440\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/11\/afots2019_q15a2-849x440.png 849w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/11\/afots2019_q15a2.png 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/11\/afots2019_q15a2-600x311.png 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/11\/afots2019_q15a2-424x220.png 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/11\/afots2019_q15a2-768x398.png 768w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/11\/afots2019_q15a2.png 1210w\" sizes=\"auto, (max-width: 849px) 100vw, 849px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>but, we are also concerned that some of the less technologically sophisticated firms are actually using unencrypted e-mail to send unencrypted confidential files to clients, which is an unacceptable practice in 2019. we believe that it\u2019s critical for all firms to review proper digital document handling procedures and information security awareness training at least annually with their team.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p><a href=\"\/\/www.g005e.com\/2019\/11\/08\/survey-more-firms-using-portals-to-deliver-tax-returns\/\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-68316 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/11\/screen-shot-2019-11-08-at-11.42.07-am.png\" alt=\"\" width=\"288\" height=\"94\" \/><\/a><br \/>\n<strong>less paper, more digital. but email remains a problem.<\/strong><br \/>\n<i>accounting firm operations and technology survey<\/i><\/p>\n","protected":false},"author":1768,"featured_media":62539,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[2779,1363,5,3120,3002,11,2306],"tags":[],"class_list":["post-68307","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-charts-graphs","category-featured","category-outlook","category-pro-member-exclusive","category-special","category-research","category-tech-and-fintech"],"acf":[],"yoast_head":"<!-- this site is optimized with the 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