Assistant to Virtual Assistant (Tax Firm Support)

• Manage and organize incoming client documents via portals (e.g., Jotform, email, or secure drives).
• Assist with client onboarding, including sending welcome emails, intake forms, and reminders.
• Maintain and update client records in our CRM or tax software systems.
• Follow up with clients on missing documents, signatures, or questions.
• Schedule virtual meetings and consultations for tax preparers.
• Create and manage digital folders for clients to ensure smooth workflow.
• Support with basic reporting, spreadsheets, and task tracking.
• Communicate professionally with clients via email, SMS, or phone as needed.
• Provide daily updates and communicate with the firm owner or manager about progress and issues.
• Maintain confidentiality and follow all data protection protocols.