Harness Wealth

MARCH 14, 2025

For many small tax firms, the process of collecting client tax documents can be a time-consuming and a prolonged process. Tax advisors often find themselves sending multiple reminders, following up on incomplete files, and waiting for clients to gather the necessary paperwork. Read more about Kelley Maddoxs success here.

Taxes 52

Taxes Compliance Tax Planning Clients 52

Harness Wealth

SEPTEMBER 23, 2024

Key Takeaways: Too many tax practices are bogged down in commoditized administrative tasks and compliance work, making it challenging to cross-sell services to expand client relationships. The more a firm can either automate processes or outsource tasks, the more time it’ll have to build deeper client relationships.

Taxes 52

Taxes Clients Compliance Tax Planning 52

Harness Wealth

SEPTEMBER 23, 2024

Key Takeaways: CRM system centralizes all client and prospect information, helping tax firms manage client interactions and replacing manual systems like spreadsheets. A client portal serves as a one-stop shop for client collaboration and managing client tasks.

Taxes 52

Taxes Clients Management Communication 52

FMG

OCTOBER 6, 2022

CRM stands for Customer Relationship Management and is a technology used to manage your advisory’s relationships and interactions with clients. Whenever CRM is mentioned, it’s usually in reference to a tool that can manage customer relationships across an entire lifecycle. Why You Need a CRM.

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83