Client Relationships #GetToKnowYourCustomersDay: Oct. 19, 2017 Read the Article Open Share Drawer Share this:Click to share on Twitter (Opens in new window)Click to share on Facebook (Opens in new window)Click to share on LinkedIn (Opens in new window) 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! Previous Post How to Help Your Clients Manage Student Debt Next Post Making a Difference, One Client at a Time Written by Scott Cytron 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 Comments are closed. Browse Related Articles Client Relationships Making a Difference, One Client at a Time Client Relationships How to guide your clients who missed the tax deadline Tax Law and News October 2017 Tax and Compliance Deadlines Tax Law and News October 2019 Tax and Compliance Deadlines Client Relationships Protect Your Clients From Phone Scams at Tax Time Client Relationships Eric Ohlund on Adding Value for Tax Clients Tax Law and News October 2024 tax and compliance deadlines Client Relationships Tax Pros for Reel: What Do You Love About Your Clients? Client Relationships How and Why to Help Your Clients Save at Tax Time Advisory Services Tax Pros for Reel: How do you think offering advisory s…