Want to send clients a review request template for your business? Read through our email examples and tips on how to ask for a review the right way.
Lisa Chaud
Jul 8 2021
Lisa Chaud
This article will cover the benefits of virtual appointment scheduling and how to let your clients book appointments online so that your tax firm can provide the ultimate customer experience.
Lisa Chaud
Jun 18 2021
Charging more per client is possible if you initiate the right strategies. Here, we will take a look at effective ways that you can charge more per client and grow your accounting business without overwhelming your firm’s workload.
Lisa Chaud
Jun 17 2021
Unique features that your CPA client portal should have such as typed signature, integrated payments and other things to consider before implementing a portal.
Lisa Chaud
Jun 7 2021
Thank you! The eBook has been sent to your email. Enjoy your copy.
There was an error processing your request. Please try again later.
Looking to boost your firm's profitability and efficiency?
Download our eBook to get the answers
4 Steps To Scale Your Tax & Accounting Practice With Workflow Automation that maintain the integrity of the client experience and deliver measurable, actionable data for future strategic planning.
Lisa Chaud
May 6 2021
Why is data security important now more than ever? Learn why accounting & tax firms need to create a data security plan & how to do it in 5 steps.
Lisa Chaud
Apr 30 2021
Messaging apps are becoming more and more popular nowadays. Learn why you should not rely on SMS. Find out about its alternative - TaxDome Secure messages.
Maria Kris
Nov 23 2020
If you have a client document portal, but none of your clients utilize it, does the tax client portal actually exist at all? Who cares. But, one thing is for sure, if they don’t use it, you’re draining time and money.
Mary Cooper
Sep 13 2019