Client communications

Tax season has the largest concentration of clients and presents the best opportunity to find out what clients think about your services.

As tax and accounting professionals, we not only need to prepare ourselves and our business, but also our clients.

If you think clients don’t notice when you ignore their messages or send them terse responses days after they’ve reached out to you, think again.

What that means, and why it matters for CPAs.

If a picture’s worth 1,000 words, how much is a video worth?

Don’t just tell clients their returns have been submitted. Take them on a tour of the highlights.

High touch vs. high tech? Both have merit, but you can’t be both.

While email is the most expeditious way to communicate, we have to be mindful and thoughtful about what we choose to share before clicking send.

Tax professionals share the strangest misconceptions their clients have about taxes.

Practitioners share how they're changing the ways they reach out to clients and prospects.