Transcript

Make Your Tax Season Easier

make your tax season easier the official do's and don'ts of tax season. follow these steps to survive april 15th and show tax season who's boss. presented by SmartCenter. DON'T let this happen to your data. DO ) store it in the cloud, where it's safe. 1040 2 DON'T become a prisoner to your office. DU ) access your data from anywhere in the cloud. O DON'T waste time and energy booking appointments yourself. DO ) let your clients book their own appointments with an online scheduler. MAKE AN APPOINTMENT 4 DON'T be this guy. DU ) use a CRM to manage your data in one place. X new mail from: John CALL ME BACK!! O DON'T ignore your clients' (DU ) a balance sheet to see heir bigger financial other financial issues. picture, and become their most trusted advisor. O DON'T DO destroy it let tax season destray you. 2000 smart center ybmsmartcenter.com | @ybmsmartcenter

Make Your Tax Season Easier

shared by SmartCenter on Jun 26
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We know we don't have to tell you tax season is hard - you're well aware of that on your own. The truth is, there are some very basic and simple things you can do to make it a little easier on yoursel...

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SmartCenter

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