QR codes for accountants, bookkeepers and tax preparers
Every February clients ask the same question: what do I need to bring? A code on the engagement letter and the office door that opens a document checklist saves hundreds of phone calls.
Deadlines move and forms change each year. Your printed material can stay the same while the page behind the code is updated.
This is a dynamic QR code: $3 once, and you can change where it points at any time without reprinting. How that works
What should an accountant's QR code open?
Only general, public information and the doorway to your secure tools.
| Client need | Code opens |
|---|---|
| What to bring | Document checklist for the year |
| Dates | Filing and payment deadlines |
| Send documents | Your existing secure upload or portal login page |
| Book a meeting | Your calendar link |
Is it safe to use QR codes with financial documents?
The code should only open public pages or a login page. Never link to a page that shows a client's financial data to anyone who finds the link. Keep uploads behind your secure portal. Remind clients that you will never ask for passwords by text or by code.
Where should the codes go?
On the engagement letter and the reminder postcards, the office door, the business card and the email signature image. Printed deadline reminders with a code that opens the current year's page are especially useful.
Example signs
Each example code opens threedollarqrcode.com. Your code can open any page you choose.
Questions
Can I update the checklist each year?
Yes. Edit the page or change the address in your edit link.
Does it replace my secure portal?
No. It simply opens it.
What size should the code be on a letter?
About 2.5 to 3 cm (1 to 1.2 inches) square.
Do clients need an app?
No.
Cost?
$3 once per code.
Get a dynamic QR code for $3
Pay once. Pick the page your code opens, print it wherever you need it, and change the page whenever you like.
More in property and business services
All 6 property and business services guides