eleven steps to better instructions.
by ed mendlowitz
tax season opportunity guide
providing instructions of what a client needs to do must be clear enough so that the client doesn’t call you to find out what to do.
more: is your team ready for tax season? | six methods for getting paid faster this tax season
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sometimes taking an extra minute to lay out what the client should do can eliminate that call or indecisive moment a client might feel.
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