How to Gather and Manage Client Data More Efficiently


As a tax professional, you gather, review, and manage a lot of client data. At times, it can be overwhelming—especially if you have to call and email your client several times before they get you their information. Storing that information in several places can also slow down casework. But managing client data doesn’t have to be a headache.

Because of recent developments made in software for tax pros, there are modern solutions available. Software helps make every step of the process—from gathering client information to organizing information—as efficient as possible. Three of the benefits of using software include confusion-free data collection, painless retrieval of IRS transcripts, and having an up-to-date, clean contact list all of the time.

Continue reading Micala Ricketts’ article on Canopy Tax Blog here.

Like what you’re reading?

Subscribe to our FREE newsletter and we’ll deliver content like this directly to your inbox.