Aug 24, 2022
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...
Read MoreNov 08, 2021
Over the past few years, we've seen a shift with customer dealings, as more and more interactions o...
Read MoreOct 25, 2021
Why Your Tax Office Needs a Cloud Storage Solution When setting up your tax practice, you'll have inve...
Read MoreOct 11, 2021
Whether your tax office is in the beginning or middle stages of its business life, your strategy should be provi...
Read MoreSep 27, 2021
You've probably heard the phrase “paperless office” thrown around in business circles. The paperless...
Read MoreSep 13, 2021
Managing an office entails equipping yourself with tools to enhance productivity. At a minimum, you'll ...
Read MoreAug 30, 2021
Working from home has been an experiment and experience that has tested many businesse...
Read MoreAug 16, 2021
Tax Office Concepts: CRM Tax preparation is a service business. There is more to tax prep ...
Read MoreJun 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...
Read MoreMay 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...
Read MoreMay 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....
Read MoreMay 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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