Client Relationships

Show clients how much value you bring

7 useful tips tax professionals can use to improve client service

3 tips for communicating with clients before the 2022 tax season

Client Relationships

4 ways to improve client relationships (and grow referrals)

Tax Firm Automation

Work less, make more, and be your client’s hero with workforce automation and advisory

Year-End Checklists

Checklist for end-of-year activities with clients

Thank You

How are you thanking your clients for their business in 2021?

High net worth clients

Tax advising for the high-net-worth client, part 2

Prepare for a Disaster

Ensure your clients have a financial safety net if a disaster strikes

Customers are Right

The customers are always right

High-net-worth clients

Tax advising for the high-net-worth client, part 1

Beware of tax scams

Help your clients battle identity theft risk related to unemployment