Off-Season communicating with clients-Keeping in touch

Saturday, October 22, 2016 Print Email

While it is not possible to eliminate them during the high season, one needs to ask how often one should communicate with clients for the rest of the years. Even though the tax season is a few busy months, without doubt, it should not end constant communications. A lot of communication is important due to audits, tax notices, scheduled review estimates, other tax services and periodical tax check- ups throughout the year through e-mails, telephone calls ad document uploads using secure website portal or face to face meetings. Many people use newsletters, websites, Facebook postings and newsletters to reach potential and existing clients. For instance an EA at Implex Tax & Accounting in Clearfield, Utah, Jennifer Brown ensures that he reaches out to every client at least once per every three months. She has email lists and every client is on one of each list and receives an email that pertains to their situation.

Frequency Matters

Practitioners said that early and every so often is a good rule for communicating. A simple phone call is identified as a cheap way of clients’ retention. A personal and real touch always builds relationships that maintain clients for many years.

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Just like other practitioners, Schneider uses an electronic version or newsletter that goes bimonthly to every client and other networking contacts. Each of them has the option of opting out. From a survey of recent practitioners in the National Society of Accountants, one in every five firms uses social media and newsletters to stay in touch with clients.

Worksheet to app

With regard to off-season communication, individual clients face more problems in terms of off-season communication. Most importantly, try to remember that clients should be thinking of particular tax matters throughout the year. For instance, Brown sends clients a simple worksheet for helping to track non-cash donations while others are sent a link to an app that helps in their business. According to Brown, the more the value they perceive to offer, the more certain they are likely to stay as lifelong clients.

Source: ReadyRatios

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