I want to talk about document collection — a common pain point for most firms during tax season.
In this episode, I explore why it’s such a struggle for firm owners and share actionable strategies to tackle it effectively.
Listen below.
0:50 Chasing clients for timely documents and dealing with endless back-and-forth over missing information is what eats up so much time during tax season.
1:13 The main issues are clients ignoring requests, submitting incomplete information, and being late with their submissions. These are the problems we need to address.
1:41 Streamlining document collection starts with improving your email communications.
2:09 The main goal is to make emails more readable and less intimidating.
3:06 The second step for streamlining document collection is making the submission process as easy as possible.
3:18 I recommend avoiding Word or PDF tax organizers, as they don’t allow clients to easily attach documents or ask questions without creating long, messy email threads.
3:31 Ideally, you want an app that lets clients save their progress and is intuitive to use.
4:16 We have a recorded workshop on this topic inside Future Firm Accelerate along with templates for email communications. If you’re interested, head to futurefirmaccelerate.com for more information.
