A client portal is supposed to improve customer relations by improving everyone’s experience. It’s also supposed to make the lives of your employees...
Is Your Client Portal Working For Or Against You?
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Blog
How Can You Encourage Skeptical Clients to Use a Client Portal for Sharing Tax Documents?
Tax documents are full of sensitive information, so it makes sense that people can be apprehensive about sharing it through an online portal. How...
Build Trust With 7 Client Relationship Management Tips And Tools
We’ve all heard the phrase, “Trust is earned,” usually after someone messed up. We know when someone has broken our trust, but have you ever...
How To Set Up Your Business To Get Paid On Time
It seems obvious. You complete a job, and you get paid, right? Yet every business deals with forgetful clients and even clients that refuse to pay...
Which Added Features for Tax Client Management Solutions Are Worth Paying For?
Buyer’s remorse (regretting the purchase of something after the fact) can hit with anything. But it doesn’t have to. Sometimes the splurges are...
Why Secure Digital Payments Are A Benefit This Tax Season
The majority of financial transactions are electronic, whether you’re buying an item or paying for a service. People don’t have to carry cash in...
7 Benefits Of Appointment Automation For Your Business
All tax professionals deal with no-shows or last-minute appointment cancellations. Forbes reports that tax preparers make between $37 and $400 per...
What Are the Challenges of Transitioning to a Paperless Office?
Digitizing documents all around can sound intriguing, but it won’t happen overnight. What challenges might an office face when they begin the...
Automated Billing Systems For Small Tax Businesses
You often wear more than one hat in small businesses, especially in single-person operations. Instead of focusing entirely on one job, you must...
