ProClient Blog
Why Small Tax Businesses Need Automated Workflows
According to the Bureau of Labor Statistics, 20% of businesses fail in the first two years. Roughly 45% fail by the fifth year. Competition for market share is steep. It all adds up: rent, utilities, payroll, taxes, office supplies, and…
7 Key Features For Your Tax Client Management System
Tax season preparation can be a bear for small to moderately-sized tax businesses. Staying organized and providing exceptional service to your clients is critical. To successfully grow your business and reputation for excellence, you need: Top-Notch Security You handle large…
Spending Too Much on Your Business Tools? You Need a Comprehensive System
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…
Does My Business Really Need a Scheduling Tool? | ProClient
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 lost revenue and…
How to Ensure Your Business is Sending Documents Securely | ProClient
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.
5 Key Features to Look for In Your Business Scheduling Tool
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 should, leaving you and your…