Tax Preparation: Client Communication

As one of our clients put it: “Proper time management and client communication allow an experienced tax professional to handle each tax return only one time.” Here, you’ll find a cheat sheet with the most helpful tips on how you can achieve this.

Covered here:

• Send Personalized Emails
• Schedule Emails
• Let Your Clients Book an Appointment Right from Their Client Portal
• Docs Gathering

As one of our clients put it: “Proper time management and client communication allow an experienced tax professional to handle each tax return only one time.” Here, you’ll find a cheat sheet with the most helpful tips on how you can achieve this.

Covered here:

• Send Personalized Emails
• Schedule Emails
• Let Your Clients Book an Appointment Right from Their Client Portal
• Docs Gathering