I'm planning on adjusting my website to have a page specifically for new clients. I've been poor at communicating my process to clients and how they benefit from my approach, and they also don't understand what I might expect of them and what they can expect of me. Things like (generally) 1 business day turnaround on most e-mails and calls, 2 week turnaround on tax returns if all information is provided, what my post-tax season availability is, and other issues like that.
I'm also planning to address crypto reporting requirements in that as well. Some of the exchanges are great at reporting, but the bad ones are impossible to read.
CaptCook wrote:Have you used Quick Parts in Outlook?
My admin staff use this for language in tax return delivery.
I've used it for language sending ELs and Organizers to new clients.
Thank you for bringing that to my attention -- I never knew that existed and now I need to explore it.