fire the client offer more value organize your documents online implement workflow systems enforce client rules & policies get in on the cloud implement a CRM your client shows up unorganized your client isn’t paying their bill you lost a document (or 5) you’re constantly worried about an audit IRS your client complains about your prices you’re pulling all-nighters your client failed to report income your client is thinking about DIY taxes this year you made a mistake on a tax return you’re wasting time looking for client info you & your staff aren’t productive enough your staff doesn’t know the status of all client work staying organized & implementing these solutions will help you get more done during the work day, so you don’t have to work all night. if you document everything and keep those documents organized, you won’t have to stress about an audit. systems, systems, systems! they’ll keep you organized and efficient. keep your documents and data all in one place, and in the cloud. you need to address your value proposition with this client. if you can’t provide value, they may not be the right client for you. no! fire them. by using a CRM and workflow system, your staff will always know where all work stands. they feel like they’re not getting enough from you. either prove your value, or find a client who sees it. keep everything in the cloud, and ditch the paper documents. enforce rules for your clients. if they don’t follow the rules, it’s time to fire them. train your new client on the behavior you expect. if they don’t follow the rules, they have to go. keep your documents and workflow in check, and avoid future mistakes. PROBLEMS TAX SEASON {AND HOW TO SOLVE THEM} how you can make your life easier this tax season presented by SmartCenter | getsmartcenter.com