Client Relationships

Security

16 Ways to Help Your Clients Prevent Check Fraud

co-workers at a firm

3 Not-So-Obvious Ways to Manage Client Relationships

tax and accounting team

ProConnect™ Tax Online Customer Profile: Kevin Wenig

identity theft and fraud

Fraud: It Happens More Than You Think

6 Ways Tax Pros Can Put an End to Seasonal Cash Flow Woes

Add Net Promoter Scores to Your Tax Client Feedback Plan

business tax deductions

Who is in Charge of Value?

feedback for a tax practice

The 7 Most Effective Ways to Gather Client Feedback (to Grow Your Business)

Accountant with clients

Successful Customer Service in Everyday Practice

S Corporation tax status

Joe Woodard’s Secret Sauce to Great Client Service

How to Help Your Clients Combat ACH Fraud

tax return credentials

6 Common Mistakes Made by Tax Pros – amd How to Avoid Them