molewnik
Level 1

Hello, our firm has 1,700 organizers to send out. We used to print them mid December. Learned one year to do it after the holidays. Now we start printing them in Jan and mail them out the second week of January.  We used to have clients begging for them in December. We used to have clients who also needed us to reprint because they lost them. Moving them to January has actually improved the need to reprint (so many less) and those who were asking us for them in December were the ones who always got stuff in by the first of Feb and always had missing items. 

Waiting the extra week or so, we found alot of clients called to updatre mailing addresses once the holiday season passed. I guess holiday cards that got returned prompts people to think "who else did I forget to tell that I moved". I think that was the worst thing, we would print and mail out only to have a bunch of clients call to indicate they moved the end of Dec/Early Jan. We would reprint obviously but more trees....

I know it is not fun to do, it does put a bit of strain on the staff. We have recruited people who are in the office to help out and invited those that work remotely to come in for a bit.  Even if one staff accountant or tax preparer helps for an hour, it makes it so much easier.