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...
Read MoreMay 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...
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...
Read MoreMay 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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