The document discusses solutions for common problems that arise during tax season for accountants and recommends implementing systems to better organize documents, track workflow, and enforce client rules. It suggests using a client relationship management system and keeping all documents in the cloud to help ensure staff always know the status of client work. Maintaining organized digital records and proper systems can help avoid issues like wasting time on paperwork, stressing over audits, and working late nights.

1. fire the
client
systems, systems, systems!
they’ll keep you organized
your client is thinking
about DIY taxes
this year
offer more
value
organize your
documents
online
implement
workflow
systems
enforce
client rules
& policies
IRS
get in on
the cloud
implement
a CRM
your client shows
up unorganized
your client isn’t
paying their bill
you lost a
document
(or 5)
you’re constantly
worried about
an audit
your client complains
about your prices
you’re pulling
all-nighters
your client failed to
report income
you made a
mistake on a
tax return
you’re wasting
time looking for
client info
you & your staff
aren’t productive
enough
your staff doesn’t
know the status of
all client work
staying organized & implementing
these solutions will help you get
more done during the work day,
so you don’t have to work all night.
if you document everything and keep
those documents organized, you won’t
have to stress about an audit.
and efficient.
keep your documents and data
all in one place, and in the cloud.
you need to address your
value proposition with this
client. if you can’t provide
value, they may not be the
right client for you.
no! fire them.
by using a CRM and
workflow system, your
staff will always know
where all work stands.
they feel like they’re
not getting enough
from you. either prove
your value, or find
a client who sees it.
keep everything in the cloud,
and ditch the paper documents.
enforce rules for your
clients. if they don’t
follow the rules, it’s
time to fire them.
train your new
client on the
behavior you
expect. if they
don’t follow
the rules, they
have to go.
keep your documents
and workflow in check,
and avoid future mistakes.
TAXPROBLEMS
SEASON {AND HOW TO SOLVE THEM}
how you can make your life easier this tax season
presented by SmartCenter
| getsmartcenter.com