Firm Operations How-To: Prepare clients for tax season

No matter how prepared your firm is for tax season, you won’t get a head if your clients aren’t ready. Client preparation is frequently cited as one of the top factors that create stress during tax season. When clients don’t have their information together, or don’t know what to do with it when they do have it, it’s impossible for your firm to get ahead of the rush. A new Firm Management Productivity Guidebook includes 9 hands-on projects, including several to help you prepare clients.

Prepare your firm and prepare clients for what’s to come

Getting your ducks in a row before the rush is key to a successful tax season. Focus on communication, and prepare clients for what to expect and how to proceed most efficiently. Here are some areas to start with:

  • Update client information. You can’t deliver great client service if you don’t maintain accurate client data. Reach out to clients now to make sure their information is correct.
  • Create portals. Portals aren’t just for delivering completed tax returns. Create client portals now, so clients can use them to deliver source documents to your firm as they become available. When all is said an done, you can even use the portals to collect electronic payments from your clients.
  • Start a client newsletter. This year’s tax changes are overwhelming, even for tax professionals. Prepare clients for what to expect by creating a mailing list and sending informative articles or blog posts.

Get Started!

The last few months of the year offer a lot of potential to fine tune the business of the firm. Download the ebook, Firm Operations: Office Productivity Project Guidebook today.


Aimee Hall

Product Marketing Manager at Wolters Kluwer Tax & Accounting

All stories by: Aimee Hall