Tax Season Problems
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The document discusses solutions for common problems that arise during tax season for accountants and recommends implementing systems to better organize documents, track workflow, and enforce client rules. It suggests using a client relationship management system and keeping all documents in the cloud to help ensure staff always know the status of client work. Maintaining organized digital records and proper systems can help avoid issues like wasting time on paperwork, stressing over audits, and working late nights.
Tax Season Problems
- 1. fire the client systems, systems, systems! theyll keep you organized your client is thinking about DIY taxes this year offer more value organize your documents online implement workflow systems enforce client rules & policies IRS get in on the cloud implement a CRM your client shows up unorganized your client isnt paying their bill you lost a document (or 5) youre constantly worried about an audit your client complains about your prices youre pulling all-nighters your client failed to report income you made a mistake on a tax return youre wasting time looking for client info you & your staff arent productive enough your staff doesnt know the status of all client work staying organized & implementing these solutions will help you get more done during the work day, so you dont have to work all night. if you document everything and keep those documents organized, you wont have to stress about an audit. and efficient. keep your documents and data all in one place, and in the cloud. you need to address your value proposition with this client. if you cant provide value, they may not be the right client for you. no! fire them. by using a CRM and workflow system, your staff will always know where all work stands. they feel like theyre not getting enough from you. either prove your value, or find a client who sees it. keep everything in the cloud, and ditch the paper documents. enforce rules for your clients. if they dont follow the rules, its time to fire them. train your new client on the behavior you expect. if they dont follow the rules, they have to go. keep your documents and workflow in check, and avoid future mistakes. TAXPROBLEMS SEASON {AND HOW TO SOLVE THEM} how you can make your life easier this tax season presented by SmartCenter | getsmartcenter.com