As a tax practitioner, you need a lot of information from clients in order to ensure their tax returns are accurate, but what happens if you can’t get the information you need? Clients are becoming increasingly creative with how they send documents to you. You have a secure system in place, but unfortunately many clients choose to bypass your portal entirely or ignore your requests until the very last minute. The result is that your team has to hound them repeatedly and look in so many places for documents that it's exhausting. It also causes late nights and a LOT of stress as well. There is a better way!

In this course, attendees will learn how the right tools and a different way of working can help you shift the relationship so clients respond quickly. If you make it easy for them, the rest just falls into place. Your team can move faster, your clients will be happier, and your relationship will change—no more chasing clients for documents. The best part is that no changes are required to your existing tax, accounting, or workflow systems!

Learning Objectives: 

• Determine the accountant’s role in contributing to slow responses from clients


• Recognize the impact of information exchange on the overall client experience 


• Identify examples of tried-and-true methods (including the role that technology plays) to optimize the client experience for the benefit of both client and accountant


• Evaluate a simple swap you can make now that will ensure you get client documents quickly