Jason On Firms Podcast 484 Tax Prep For Accounting Firms - The Workflow Masterclass
Jul 18, 2025
Discover how to elevate your tax preparation services with masterclass insights on client engagement and workflow. Learn the advantages of modern banking solutions like Mercury, designed to enhance efficiency for accountants. Dive into strategies that improve tax preparation processes, featuring tools like Missive and Cloud Accountant Staffing. Explore how AI can transform operations and bolster client communication, ensuring a smoother workflow and happier clients.
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Efficient Client Engagement
- Use proposal platforms like Anchor or Ignition for client engagement and take payment methods upfront to auto-bill projects.
- Implement three-tier proposals to let clients choose service levels matching their willingness to pay.
Control Tax Season Scheduling
- Fully schedule your tax year to control intake and delivery windows to manage capacity better.
- Use admins to oversee client communications about deadlines and prioritize follow-ups.
Automate and Delegate Tax Intake
- Use tax intake tools like Soroban, Stanford Tax, and Trust to automate customized information requests and follow-ups.
- Delegate intake and document collection tasks to admins to free professional staff time.