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7 ways to attract and win new tax clients

ThomsonReuters

Adding services in the areas beyond filing tax returns, such as accounting, payroll, bookkeeping, business planning, payroll and audit solutions, will always be services clients need. Respondents also indicated interest in receiving other services from their accounting firms.

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Online Accountants Forums: The 14 Best

Ryan Lazanis

Check out this screenshot below taken from Future Firm Accelerate: This interactive environment acts as a powerful catalyst for discovering and connecting with clients or referral partners who are in need of assistance with tax services, financial filings, and various other financial processes.

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How to Survive Tax Busy Season: Tax Season Tips and Apps

Snyder

Solution: Synder If you want to ease the tax filing season, a quick and efficient way out will be to use Synder – a smart solution that automates entering data into your accounting software and saves hours of manual work. Pricing: a free version is available with limited functionality. Paid plans start at $8/mo.

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