If you've trained to be a tax professional, you’re likely great with numbers–they just make sense. However, being great with numbers doesn't always...
Improving Communication With Your Clients
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Effective Document Management Platforms
It can be scary to switch from paper to digital platforms. It can be stressful switching from one digital platform to another. Will you be able to...
Eliminating Poor Customer Service for Good
Poor customer service can kill a business. Not only can you lose the initial customer, but they are likely to post a bad review of your company if...
How to Stay Relevant After Tax Season
The craziness of the tax season is finally over. You have a few stragglers who forgot the deadline or file extensions, but the bulk of your work for...
Your Cyber Security Strategy For 2024
People share everything online with total strangers–what they had to eat, where they were every waking minute of the day, their thoughts, their work...
How Can Appointment Software With Calendar Integration Contribute to Improved Customer Satisfaction?
New apps and technology pop up every day. As technology seeps into every aspect of our lives, will customers find an integration between appointment...
Is Your Client Portal Working For Or Against You?
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...
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...
