{"id":10115,"date":"2017-10-18T08:00:03","date_gmt":"2017-10-18T13:00:03","guid":{"rendered":"http:\/\/taxprocenter.proconnect.intuit.com\/?p=10115"},"modified":"2019-08-23T12:29:17","modified_gmt":"2019-08-23T17:29:17","slug":"gettoknowyourcustomersday-oct-19-2017","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/gettoknowyourcustomersday-oct-19-2017\/","title":{"rendered":"#GetToKnowYourCustomersDay: Oct. 19, 2017"},"content":{"rendered":"<p>Although it seems every day is a holiday of some kind \u2013 National Ice Cream Day, Respect Your Mother-in-Law Day and Be Kind to Your Pet Rock Day \u2013 there is one applicable to tax professionals that occurs the third Thursday of each quarter: \u201cGet to Know Your Customers Day.\u201d The next one is on Thursday, Oct. 19, 2017.<\/p>\n<p>Creating and maintaining great client relationships is at the heart of every tax practice \u2013 and, of course, this should be a 24\/7\/365 standard in everything you do for your clients. Whether you use Intuit\u00ae <a href=\"https:\/\/proconnect.intuit.com\/tax-online\/\" target=\"_blank\" rel=\"noopener noreferrer\" data-wa-link=\"body_ito\">ProConnect\u2122 Tax Online<\/a>, <a href=\"https:\/\/proconnect.intuit.com\/lacerte\/\" target=\"_blank\" rel=\"noopener noreferrer\" data-wa-link=\"body_lc\">Lacerte<\/a>\u00ae or <a href=\"https:\/\/proconnect.intuit.com\/proseries\/\" target=\"_blank\" rel=\"noopener noreferrer\" data-wa-link=\"body_ps\">ProSeries<\/a>\u00ae, your tax software should make your workflow more productive. However, the human part of really getting to know your clients can\u2019t 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.<\/p>\n<p>The Intuit ProConnect Tax Pro Center regularly publishes <a href=\"http:\/\/taxprocenter.proconnect.intuit.com\/category\/client-relationships\/\" target=\"_blank\" rel=\"noopener noreferrer\" data-wa-link=\"body_tpc-clientrelationships-cat\">articles on client relationships<\/a>; here are a few of the latest ones to review:<\/p>\n<ul>\n<li><a href=\"http:\/\/taxprocenter.proconnect.intuit.com\/client-relationships\/5-habits-to-become-a-customer-obsessed-business\/\" target=\"_blank\" rel=\"noopener noreferrer\" data-wa-link=\"body_tpc-customerobsessedbiz\">5 Habits to Become a Customer-Obsessed Business<\/a> &#8211; Becoming customer obsessed is a journey and a decision that a business must not only commit to, but constantly reinforce. Barry Pennett, Intuit ProConnect\u2019s vice president of sales, explains how to make customer obsession part of your practice<\/li>\n<li><a href=\"http:\/\/taxprocenter.proconnect.intuit.com\/client-relationships\/how-to-manage-your-clients-so-they-dont-manage-you\/\" target=\"_blank\" rel=\"noopener noreferrer\" data-wa-link=\"body_tpc-manageclients\">How to Manage Your Clients so They Don\u2019t Manage\u00a0You<\/a> \u2013 Learn how Susan Tinel uses technology and workflow tools to get more done in less time.<\/li>\n<li><a href=\"http:\/\/taxprocenter.proconnect.intuit.com\/client-relationships\/how-to-explain-a-pricing-increase-to-your-clients-roi-case-study-for-tax-professionals\/\" target=\"_blank\" rel=\"noopener noreferrer\" data-wa-link=\"body_tpc-ROIcasestudy\">How to Explain a Pricing Increase to Your Clients: ROI Case Study for Tax\u00a0Professionals<\/a> \u2013 There\u2019s a direct correlation between your value and what you charge. Find out more from Jackie Meyer, CPA, CTC.<\/li>\n<li><a href=\"http:\/\/taxprocenter.proconnect.intuit.com\/client-relationships\/procrastinators-how-to-deal-with-last-minute-tax-filers\/\" target=\"_blank\" rel=\"noopener noreferrer\" data-wa-link=\"body_tpc-procrastinators\">Procrastinators: How to Deal With Last-Minute Tax\u00a0Filers<\/a> \u2013 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.<\/li>\n<\/ul>\n<p>What is your advice on working more closely with your clients? Leave a comment below and let us know!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Focus on improving relationships with your tax and accounting clients for long-term retention and increased referrals.<\/p>\n","protected":false},"author":17093207,"featured_media":10747,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[561584],"tags":[],"intuit_collection":[],"intuit_series":[],"coauthors":[509474107],"class_list":["post-10115","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-client-relationships"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - 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