ProClient Blog

The Client Portal: A Vital Tool for Tax Preparers

Nov 08, 2021

Over the past few years, we've seen a shift with customer dealings, as more and more interactions o...

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Why Your Tax Office Needs a Cloud Storage Solution

Oct 25, 2021

Why Your Tax Office Needs a Cloud Storage Solution When setting up your tax practice, you'll have inve...

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The Customer Experience ⁠— Why It Matters

Oct 11, 2021

Whether your tax office is in the beginning or middle stages of its business life, your strategy should be provi...

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Tax Office Concepts: Paperless Office

Sep 27, 2021

You've probably heard the phrase “paperless office” thrown around in business circles. The paperless...

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Tax Office Concepts: All-in-one Solution

Sep 13, 2021

Managing an office entails equipping yourself with tools to enhance productivity. At a minimum, you'll ...

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A Tax Office on the Go? How to Make It Work

Aug 30, 2021

Working from home has been an experiment and experience that has tested many businesse...

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Tax Office Concepts: CRM

Aug 16, 2021

Tax Office Concepts: CRM Tax preparation is a service business. There is more to tax prep ...

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The Future of the Tax Preparation Industry and How to Thrive

Jun 07, 2021

If you're a tax preparer wondering whether there is a future for you in this business, you have a reason to feel concerned. In the past few years, tax preparation has become far more accessible to regular taxpayers than ever before. Online platfor...

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How to Manage Clients with ProClient CRM

May 31, 2021

Customer relationships are at the heart of a successful business. Develop excellent rapport with your customers, and you will enhance the value of your services to them! Not only will they see the services you provide⁠—they will feel value...

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How to Collect Client Tax Documents Quickly and Securely

May 24, 2021

With each new tax season, you'll want to conduct an assessment of your systems and procedures to find where you can make improvements. Then you can hit the ground running when you begin providing your services. Client document collection m...

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The 5 Tools Every Tax Preparation Business Needs in 2021

May 17, 2021

Every year brings a new chance to make your tax preparation business more productive and competitive. One great way to do this is to equip your business with helpful tools and software that will make many tasks less tedious and time-consuming....

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How to Create Your Own Client Portal With ProClient Portal

May 10, 2021

The client portal is fast becoming an essential tool for a tax preparer in this day and age. With people adopting stay-home practices during the pandemic, a tax preparer needs to embrace flexibility. That means offering alternatives to in-person m...

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How to Simplify Appointments with ProClient Calendar

May 03, 2021

No more scheduling snafus! Have you ever scheduled appointments too close together, not accounting for travel time? Or missed a client meeting because your work schedule hadn't synced with your Google Calendar app? One thing you want as a ...

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