strongsilence
Level 11
2 weeks ago
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I always want to reduce the annoyance of slow and haphazard and sporadic information retrieval from clients. This year, I want to improve on last year.
Hearing your Tips would be nice.
Here is one tip I am sharing. Following the principle of "touch it once", which means deal with a tax form or tax calculation or piece of paper ONLY one time (because returning to it is inefficient), I am requesting that all clients give me ONLY ONE tax information package. Of course, this is nearly impossible, but it makes my point that I want to get the return done fast and efficiently. And that I don't like managing multiple documents which often come from multiple sources (text, email, paper, Link, client portal, etc.).
Good luck!
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