Creating a Great Client Experience for Tax Filing
My corporate and personal tax experience is a calm and, dare I say, enjoyable (almost) one.
My tax dude, Mike, sends a Typeform, I fill in only new/changed info.
Then he sends a Karbon checklist, which auto-nags me to get my shit into him - including warnings of the consequences of missing his deadlines.
Next up is an Ignition engagement with the option to pay for and schedule a tax planning meeting - this is extra and I have to commit to it with my wallet.
He uses RightSignature for me to sign off on my tax returns.
All of it is automagical!
It is a fabulous process for both us of. This is seamless client collaboration at its finest.
His actual tech stack is somewhat irrelevant to how great Upside Accounting makes our shared relationship. It’s a great one, no doubt about it, and I recommend this stack to accounting professionals often.
What really matters, though, is that you have a mapped-out process to make your clients and your firm’s interactions sing.
And that you use quality tech, and automate what you can, to create a stellar client experience and a hands-off one for you.
Be like Mike.
What should your tech stack consist of?
A form builder to gather critical information. There are a ton of great ones.
(I sell T1 organizers - send me an email, as these are proprietary to the form builder apps, and we need to decide on a good fit for you.)
A contracting and payment app to - well - contract and get paid.
A workflow app.
A document-sharing platform.
A signature app for the final sign-off of the tax returns.
Check out the ones I have vetted.
Some are all-in-one apps that can handle your processes from start to finish, and some you will need to tie together with an integrator (like Zapier).
Either way, if your clients did not have the 2021 tax experience I had, and if you felt overwhelmed with clunky-manual-nonexistent flows, start the systems mapping and tech implementation process - *right now!
Want help with cleaning up your tax-season quagmire?
Book some time with me, and I can help you get your act together on this lickity-split.
Word of the week
It may be overused, and often the word grates on me, but keep it in the back of your mind when crafting your new #BeLikeMike systems. How can you come up with a “frictionless” experience for tax season?
Sociable
- said in your head in a loud sing-songy voice
Quickbooks Connect has come back to life! Woot woot, I’m thrilled.
It’s December 7 - 9th, in Las Vegas.
Jason Staats and Chad Davis have started a podcast on automation. Coolio.
Did you know I have a Facebook Group? The Workflow Wateringhole is a fun community about processes and the tech to power them. You should join…
I will be a part of the Outsourced Controller Bootcamp next week.
It doesn’t matter whether you’re an outsourced controller newbie or a seasoned cash flow forecaster; this boot camp is for all accounting & bookkeeping firms that want to make a bigger impact.
May 4, 2022 11:00 am - 3:00 pm EST
The Relay Giveaway ends Tuesday, May 3rd.
Relay has teamed up with some of their favorite folks from the accounting and bookkeeping space to bring you the biggest Tax Season Prize Pack possible!
Simply yours, Kellie :-}
::Shameless Call To Action::
I sell bookkeeping templates, standard operating process handbooks and client guides.
PS. *I realize the Canadian tax season ends next week. Y’all can work on your processes after that, obviously not now!
