Client communications

When it comes to the frequency of client communication, there’s no magic formula.

Tax season is behind us, and it’s a great time to ask clients for feedback about what you could be doing better.

Practitioners weigh in on whether texting is a good idea, and their preferred ways to communicate.

There’s nothing more valuable for successful people than saving time and having complex things simplified.

Biggest offenders; problems with relief; what to do this year; and other highlights from our favorite tax bloggers.

How do you go from the once-a-year tax preparation client to the coveted evergreen recurring revenue relationship?

Art of Accounting: 12-month practice management and growth calendar

How things look is important and can create interest, excitement, buy-in or acceptance.

Whether you’re talking to one person or a board of directors, you want to bring your facts and figures to life.

One of the biggest areas of friction between CPAs and their clients is in the area of document sharing. Here are some solutions.