Final article in series about technology & tax practice published by Richard Lehman, Esq

BOCA RATON, Fla. - Nov. 11, 2018 - PRLog -- In his final article in a series, noted tax attorney Richard Lehman discusses the advancements and impact of technology upon the tax practice, and how it is being utilized to enhance the client experience in terms of satisfaction and customer service. As technology reshapes all of modern personal and professional life, the legal profession is no exception.

The complete articles will be published on the blog of Richard Lehman at https://richardlehmanblog.blogspot.com/

Incorporating technology into a law practice can make the practice more efficient and increase client satisfaction. In fact, technology may enable the practitioner to exceed client expectations. Here are a few, simple-to-implement options.

Payment Services-Electronic Invoices

Payment by check is gradually becoming a thing of the past. Credit Card Payments are now commonplace, and even other forms of payment such as ACH, wire transfers, and Paypal are becoming more commonplace. While there are costs associated with taking credit card payments or Paypal, the ease of use and the increased speed of getting paid are often worth the fees. Many merchant account vendors now provide a Web portal to facilitate online payments. Google and Square (www.square.com) as well as Legal Software Systems (www.legalsoftwaresystems.com) provide technology to accept payments via smartphone.

There are ethics opinions regarding Attorneys accepting credit cards for payments, thus one should consult the local ethics rules.

Confidentiality Protections

Maintaining the confidentiality of client information is an ethical foundation of the profession. Encryption tools may add extra security to electronic communications. Document efforts to keep their clients' information safe and secure.

Example of Technology Suite for a Small Law Firm

In case you wonder what technologies other law firms have, here is an actual real life example. This small law firm uses the following technologies:
• CosmoLex (online and App) – Law Practice Management Software
• LawPay (online and App) – Payment software for billing/invoicing.
• Google Suite (online and App) – Document creation/management.
• Dropbox (online and App) – Transfer/management of large files.
• Westlaw – Legal Research.
• Skype – Phones & video conferencing.
• Facetime – Client communications.

And since many law firms are gradually going "paperless," a system for scanning documents and managing electronic files becomes indispensable.

Conclusion

Harnessing technology can greatly increase client satisfaction, save time and effort, and reduce the stress of practicing law in this fast-moving world. Undoubtedly, technology will continue to change the ways that legal teams serve their clients. The professional advice is to take it step-by-step: evaluate where is the greatest need in your office. Cooperating on documents? Scheduling appointments with clients? Making payments easier for clients? Then develop a strategy for best addressing those needs by implementing one of the numerous technological options and integrating it into the workflow of the office.

*NOTE: The inclusion of a technology or app in this article does not mean an endorsement or approval. The listed technologies are just for illustrative purposes. None of these particular technologies are endorsed or recommended by this author.

The complete articles will be published on the blog of Richard Lehman at https://richardlehmanblog.blogspot.com/

About Richard Lehman

Richard S. Lehman has established a sophisticated private practice focusing on tax law. His background, education, and experience has distinguished him in this complex field. A published author and noted speaker, Mr. Lehman has carved a reputation as a powerful client advocate.

Website: www.lehmantaxlaw.com
The Lehman Tax Law Library: https://thelehmantaxlawlibrary.com
Youtube Channel: https://www.youtube.com/channel/UCTH1JITaiKhUSC3MTxFVXYg
Attorney Profile: https://solomonlawguild.com/richard-s-lehman%2C-esq
Blog: https://richardlehmanblog.blogspot.com/