16-Oct-2022 9:50pm
17-Oct-2022 8:31am
17-Oct-2022 11:21am
17-Oct-2022 3:44pm
17-Oct-2022 4:06pm
18-Oct-2022 6:59am
18-Oct-2022 8:10am
18-Oct-2022 11:11am
My in person client talk my ear off. What can one do?
18-Oct-2022 11:23am
JAD wrote:I guess the question is what type of practice do you want to have. If I took some of the attitudes described above, many, maybe all, of my clients would fire me. My goal is to make each person feel like he/she is my only client. And I bill accordingly. Yes, it can be challenging to sit down for 1 1/2 hours paging through source documents that you are already quite familiar with, but if this meeting causes the client to have increased confidence in you, then it is time well spent, because the evaluation should be based from the client's viewpoint. And bill accordingly.
If the client considers you a commodity, does not want any human contact, and is happy uploading docs and not having any personal connection to you, then great, do it that way for that client.
smtcpa wrote:We have our clients complete their questionnaires online using RightSignature
SumwunLost wrote:I only do appointments on Tuesdays and Thursdays during the day, with one evening slot available Monday-Thursday if (and only if) the client is tied to a desk during regular business hours. I dropped Saturday appointments in 2021 and nobody has said anything.
18-Oct-2022 3:01pm
missingdonut wrote:smtcpa wrote:We have our clients complete their questionnaires online using RightSignature
Would you be willing to share more about this process? I'd love to know how you use RS for questionnaires.
18-Oct-2022 4:47pm
18-Oct-2022 5:27pm
19-Oct-2022 4:04am
ItDepends wrote:This use of RS is cool.
Please allow me to add that we use Google "Forms" to create questionnaires and we like it better because the questions can be programed with logic.
For example, when a question about having non-US accounts is answered "yes", it takes the client to an extra section with more questions about it.
It also opens up data entry boxes if the client indicates an address change, etc.
Then, "Forms" also allows for all kinds of sorting and spreadsheet exports. It's pretty awesome.
19-Oct-2022 4:53am
smtcpa wrote:I like the programmed logic idea. If we move to TaxDome (big if) I will definitely implement the logic-based forms.ItDepends wrote:This use of RS is cool.
Please allow me to add that we use Google "Forms" to create questionnaires and we like it better because the questions can be programed with logic.
For example, when a question about having non-US accounts is answered "yes", it takes the client to an extra section with more questions about it.
It also opens up data entry boxes if the client indicates an address change, etc.
Then, "Forms" also allows for all kinds of sorting and spreadsheet exports. It's pretty awesome.
19-Oct-2022 6:46am
[/quote]TaxMan2020 wrote:Why did you say big if on moving to tax done?
19-Oct-2022 7:59am
[/quote]smtcpa wrote:I am really struggling to get it to do some things that seem basic. Still working with support on workarounds but there are some oddities like not being able to record a date a project came in, export jobs that are in various stages, etc. I'm still hopeful because it does do some amazing things too.TaxMan2020 wrote:Why did you say big if on moving to tax done?
19-Oct-2022 8:15am
19-Oct-2022 8:21am
smtcpa wrote:Here's a sample. You can enter your name and email and go through the document; just don't submit it. Basically, anything that requires a yes/no question or text can be sent via Righstognature. They complete it online and then we download it to our workpaper file.
RazorbackCPA wrote:The main problem with changing that is the workload in April. I don't meet with any clients starting 04/01/XX. I get all of my meetings done by the end of March. I'm not sure how to switch that. Perhaps more gets done sooner, but I can't imagine my sanity the first week of April looking at a calendar full of meetings.
19-Oct-2022 8:39am
19-Oct-2022 8:50am
CaptCook wrote:I'm looking into Loom as an option. I have a mortgage broker client who's been using it for years. He included me on a video he put together for a client and it has some incredible opportunities. We can anticipate 90% of questions from clients on their tax return and Loom allows clients to go back and review this information at their pleasure. I think the other 10% can either be a quick call or tackled in May/June.