Client Relationships

Find your ideal client

How to Put Together a Post-Tax-Season Client Survey

disappointed tax clients

Educating Your Tax Clients About Security Threats

feedback for a tax practice

5 Ways to Ask Your Clients for Feedback

Customer-centric tax practice

Creating an Innovative Practice Starts With Improved Client Service

deadline

Procrastinators: How to Deal With Last-Minute Tax Filers

tax practice service bundles

Building Service Models for Handling Uncertainty and Tax Reform

tax reform

Above the Forms: Client Obsession and Tax Reform

collect on invoices from clients

How to Get Paid – on Time!

talk about money

How to Make Sure Your Pricing is Effective

technology for tax professionals

How to Remain Relevant in the Face of Constantly Changing Technology

Make a Difference

Making a Difference, One Client at a Time

tax professional with clients

#GetToKnowYourCustomersDay: Oct. 19, 2017