Let Your Clients Know the E-Filing of
Form 5500 is Coming!
During several recent webcasts, I promised to share a draft of my client communication about EFAST2 with you.  This write-up may feel bare bones, but I wanted to isolate what I thought clients would be most interested in.  Clients generally don't care what my process has to be; rather, they want to know how it directly affects them.

Here it is!  [click here]

Feel free to use this text in developing your own message to clients.  You might want to delay the distribution of your communication until later this year since the EFAST2 and it's credential system are not operational until January 1, 2010.