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…

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 overwhelmed with…

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…

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 scheduling…

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…

No more scheduling snafus! Have you ever scheduled appointments too close together, not accounting for travel time? Or missed a client meeting because your work schedule hadn’t synced with your Google Calendar app? One thing you want as a tax…