#GetToKnowYourCustomersDay: Oct. 19, 2017

Client Relationships tax professional with clients

Although it seems every day is a holiday of some kind – National Ice Cream Day, Respect Your Mother-in-Law Day and Be Kind to Your Pet Rock Day – there is one applicable to tax professionals that occurs the third Thursday of each quarter: “Get to Know Your Customers Day.” The next one is on Thursday, Oct. 19, 2017.

Creating and maintaining great client relationships is at the heart of every tax practice – and, of course, this should be a 24/7/365 standard in everything you do for your clients. Whether you use Intuit® ProConnect™ Tax Online, Lacerte® or ProSeries®, your tax software should make your workflow more productive. However, the human part of really getting to know your clients can’t be done through a computer. Instead, it takes a commitment to building and maintaining strong relationships. The intended result? Improved client retention, and increased referrals from clients and friends of your firm.

The Intuit ProConnect Tax Pro Center regularly publishes articles on client relationships; here are a few of the latest ones to review:

What is your advice on working more closely with your clients? Leave a comment below and let us know!


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