Drive growth with the latest insights and trends in customer relationship management (CRM) for accountants. Strengthen client management, streamline processes, and boost revenue for CPAs, tax pros & enrolled agents.
As accounting has evolved from the old ways of paper, pencils, adding machines, and file cabinets to the high-tech methods that are commonplace today, so
If a taxpayer is under IRS pressure to pay delinquent taxes they won’t be looking for the least expensive service. They will be hiring a
In today’s digital age, staying connected with your clients and potential customers is more important than ever. As a CPA, tax professional, or enrolled agent,
In a little more than a week, tax season will be over. The waves of anxiety will recede and you’ll be left with a few
In today’s fast-paced and competitive business environment, providing exceptional customer service is crucial for CPAs, tax professionals, and enrolled agents looking to retain and grow
As tax professionals, we often encounter clients who struggle with procrastination, leaving their tax filing responsibilities until the very last minute. While this can create
Helping clients gear up for tax preparation not only makes things easier on them, but also makes things go smoother on your end. The process
As tax preparers, we understand the importance of managing client relationships in between appointments. If we’re also handling monthly accounting, we see our clients more