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Tax Season Problems

SEASD HOW TO SOLVE THEM TAXDD SEASON PROBLEMSAND how you can make your life easier this tax season presented by SmartCenter you're pulling all-nighters you & your staff aren't productive enough you lost a document your staff doesn't know the status of all client work (or 5) your client shows keep everything in the cloud, and ditch the paper documents. staying organized & implementing these solutions will help you get more done during the work day, so you don't have to work all night. systems, systems, systems! Ihey'll keep you organized and efficient. by using a CRM and workflow system, your staff will always know up unorganized where all work stands. frain your new 100 100 20 20 client on the DIY behavior you 100 100 20 20 expect. if they don't follow the rules, they have to go. IRS 100 100 20 20 your client is thinking about DIY taxes your client isn't paying their bill you're constantly worried about this year enforce rules for your clients. if they don't follow the rules, it's time to fire them. an audit your client complains about your prices if you document everything and keep those documents organized, you won't have to stress about an audit. you need to address your value proposition with this client. if you can't provide value, they may not be the right client for you. they feel like they're not getting enough from you. either prove your value, or find a client who sees it. you made a mistake on a tax refurn you're wasting time looking for client info your client failed to report income keep your documents and workflow in check, and avoid future mistakes. keep your documents and data all in one place, and in the cloud. no! fire them. $4 get in on the cloud fire the organize your offer more implement workflow enforce implement a CRM client documents value client rules online systems & policies Tax season doesn't have to be a brutal battle if you implement the right tools and systems in your firm. The 7 solutions mentioned above cover the main pitfalls that plague most small firms, but always try to find answers that will provide practical help for your specific needs. Take control of your success this tax season. And if you want running your practice to be easier, take action now. 00 in 8 smart center | %24

Tax Season Problems

shared by SmartCenter on Dec 10
Tax season problems, and how to solve them. How you can make your life easier this tax season.


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