It’s that time again, the last few weeks of busy season. What’s the secret to finishing strong? Saving every last minute you can.
Here are four tips to help maximize your time toward the end of April:
Set Yourself Up to Collaborate. The more you adapt to changing technologies, the more efficient you can be. You can use cloud technologies, a website with secure portals, electronic faxing and VoIP, to save time.
Developing a collaborative online accounting environment will allow you to work on your schedule, anytime, anywhere, on any device — all while realizing significant time-savings.
Get Help. Hire a client coordinator to assist with administrative details, such as calling clients to remind them of their appointment time and scanning and organizing all documents for each client.
The coordinator can follow up with clients on missing documents or incomplete paperwork. Where to find this person? Call a temp agency or hire your kids. This frees you up to handle the more important tasks, like actually doing the return!
About Jim Buffington
Jim Buffington leads the ProConnect Customer Council, supports the E-file Security initiatives, and acts as the Customer Liaison for Intuit ProConnect. Before joining Intuit, he worked as a partner in an East Texas firm preparing oil & gas tax returns. CPA-certified, Jim is an expert on government tax strategy and fraud, with a passion for improving processes and technology to drive productivity and better client experiences. You can find him teaching Tax Pro courses or in TaxProTalk, a weekly video series for ProConnect customers.