Client Relationships

#GetToKnowYourCustomersDay: Oct. 19, 2017

Written by Scott Cytron
Modified Aug 23, 2019
2 min read

Although it seems every day is a holiday of some kind – National Ice Cream Day, Respect Your Mother-in-Law Day and Be Kind to Your Pet Rock Day – there is one applicable to tax professionals that occurs the third Thursday of each quarter: “Get to Know Your Customers Day.” The next one is on Thursday, Oct. 19, 2017.

Creating and maintaining great client relationships is at the heart of every tax practice – and, of course, this should be a 24/7/365 standard in everything you do for your clients. Whether you use Intuit® ProConnect™ Tax Online, Lacerte® or ProSeries®, your tax software should make your workflow more productive. However, the human part of really getting to know your clients can’t be done through a computer. Instead, it takes a commitment to building and maintaining strong relationships. The intended result? Improved client retention, and increased referrals from clients and friends of your firm.

The Intuit ProConnect Tax Pro Center regularly publishes articles on client relationships; here are a few of the latest ones to review:

5 Habits to Become a Customer-Obsessed Business – Becoming customer obsessed is a journey and a decision that a business must not only commit to, but constantly reinforce. Barry Pennett, Intuit ProConnect’s vice president of sales, explains how to make customer obsession part of your practice
How to Manage Your Clients so They Don’t Manage You – Learn how Susan Tinel uses technology and workflow tools to get more done in less time.
How to Explain a Pricing Increase to Your Clients: ROI Case Study for Tax Professionals – There’s a direct correlation between your value and what you charge. Find out more from Jackie Meyer, CPA, CTC.
Procrastinators: How to Deal With Last-Minute Tax Filers – All tax professionals experience the pain of someone knocking on your door a few hours before the filing deadline. Andrew Poulos, EA, tackles the topic and offers practical advice.

What is your advice on working more closely with your clients? Leave a comment below and let us know!

Scott H. Cytron, ABC, is editor of the Intuit® Tax Pro Center. He brings more than 35 years' experience in accounting and financial services to the profession. An accredited consultant, Scott works with companies, organizations and individuals in professional services (medical, legal, accounting, engineering), high-tech and B2B/B2C product/service sales. Follow Scott on Twitter @scytron. More from Scott Cytron

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