ProClient Blog

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 provideā —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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