{"id":112785,"date":"2023-06-20t11:57:34","date_gmt":"2023-06-20t15:57:34","guid":{"rendered":"\/\/www.g005e.com\/?p=112785"},"modified":"2024-08-27t17:02:07","modified_gmt":"2024-08-27t21:02:07","slug":"get-clients-to-bring-tax-docs-early-yes-early","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/06\/20\/get-clients-to-bring-tax-docs-early-yes-early\/","title":{"rendered":"get clients to bring tax docs early … yes, early"},"content":{"rendered":"

\"\"the secret? humor, sarcasm and shame.<\/strong><\/p>\n

by frank stitely<\/em>
\nthe relentless cpa<\/i><\/a><\/p>\n

there are easy ways to get clients to do what we need them to do. in our office, we call the process “training” clients. one of our biggest headaches is the late delivery of tax materials. so, we train our clients to bring their tax documents in early.<\/p>\n

more: <\/b>you train your clients, whether you mean to or not<\/a> | train your clients before they train you<\/a> | why time tracking still matters<\/a> | business owners face one of three exits<\/a> | don\u2019t let clients dictate tax workflow<\/a> | make fewer mistakes, increase revenue and capacity<\/a> | how small firms can win the talent wars<\/a> | easy ways to avoid \u2018done but\u2019 tax returns<\/a> | six ways to create a millennial-friendly firm<\/a> | do you know your turnaround time?<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

we accomplish this through a series of e-blasts explaining our deadlines. the e-blasts start in december, and we call them \u201ccountdown to tax season.\u201d they cover much more than our deadlines for clients to provide business and personal income tax returns documents.<\/p>\n

read more →<\/a><\/p>\n