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Tech saves the day at tax time

It was a dark and stormy night. Through the thick blackness a tiny light shone in a house far, far away. Why was this light on in the wee hours of the morning? What could be so important to cause someone to be up this late? Were they up to no good … possibly concocting a plan to overthrow the world? No. They were preparing their taxes for the almighty Canada Revenue Agency.

The plot thickens…

Unfortunately, a series of events prevented our tired and frustrated heroine from making her tax preparations an easy and stress-free process.

It was down to the 11th hour … she had to get vital information to her accountant in time to meet the impending deadline. But alas, the file was too big to email. Whatever would she do? This information was crucial to filing a complete tax return. If this didn’t happen, and she was late in sending in her tax return, she would face a stiff financial penalty.

Read on to find out how she was saved from this impending doom.

 

How tech saved the day

Riding in on a white stallion … Dropbox entered the scene.

Dropbox is a free online service that lets you easily access your data from anywhere and share it with anyone (once you email them the link). To Dropbox, data means digital files such as photos, documents and videos. In our story, the data was scanned tax slips.

Once you download Dropbox onto your computer or mobile device, you can set up your Dropbox folders. In our story, the heroine-in-distress set up a Dropbox folder called Taxes 2011. She then indicated this was a shared folder and added her accountant’s email address to it. (Not to worry, Dropbox walks you through this process.)

Then, Dropbox automatically sent an email invitation with the link to the folder to her accountant. Once he accepted the invitation, the folder appeared in his Dropbox account.

In her Taxes 2011 folder she was able to easily place the large PDF of scanned tax receipts, and the accountant was able to retrieve the document with no difficulty.

Most importantly, her taxes were filed on time.

… and they all lived happily ever after.

What do you use when you have to send large files to someone? Does it work easily or are there issues? Share your comments below and continue the conversation.

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