Feb 06, 2023
Are you spending too much money on various business tools, but you’re still not getting your desired results? If so, it might be time to consider a comprehensive system for your business. Think of it as an all-in-one package deal - kind of like an......
Read MoreJan 24, 2023
If you want any hope of staying organized and keeping your sanity, then the answer is a definite "Yes!" Many businesses struggle with scheduling issues, such as double-booking, no-shows, and last-minute cancellations. These problems can lead to......
Read MoreJan 12, 2023
If you frequently send highly sensitive documents to your clients, such as contracts, applications, financial documents, or tax or employment information, you must take the correct measures to keep those documents safe from cyber criminals....
Read MoreDec 30, 2022
It's easy to become stressed out when you’re constantly dealing with an overfull calendar, missed appointments, and double bookings. When working with multiple calendars and a manual appointment system, these frustrations occur more than they......
Read MoreDec 30, 2022
Maintaining an open line of communication with your clients is important for any business, but when you have clients who may be nervous about their tax returns and have a lot of questions, it’s essential. You’re also contacting clients regularly to......
Read MoreDec 14, 2022
In order to successfully run a tax preparation business, you must have the proper tools- document management, a client portal, a CRM, a scheduling tool, and more. Too often, businesses add these components individually, only to find themselves......
Read MoreOct 13, 2022
Document management is a critical element for every tax preparer, but it can quickly become a headache if you don’t have the right system in place. A document management software like ProClient can help firms store and manage clients’ files and......
Read MoreOct 13, 2022
Fostering and maintaining trust with your clients is the key to running a successful tax preparation business. However, it can be challenging to build trust when your calendar is cluttered with double bookings and missed meetings. Even a single......
Read MoreOct 13, 2022
Document management is a critical element for every tax preparer, but it can quickly become a headache if you don’t have the right system in place. A document management software like ProClient can help firms store and manage clients’ files and......
Read More