Big Announcements Today! You dont want to miss what is on the way! See you on the call!

Hey everyone! We’ve got over 200 members here, which is amazing! Let’s get to know each other better. Drop these in the comments: 1️⃣ Where you’re located 2️⃣ What area you focus on (tax prep, bookkeeping, CFO services, etc.) 3️⃣ A fun fact about you outside of work 👉 Bonus: reply to at least 2 other intros so we can all connect!

3 Steps to Fix It: 1. Set up an auto-reply email that confirms receipt of client documents. 2. Use a shared client portal (Google Drive, Canopy, TaxDome) to cut down back-and-forth. 3. Block two 30-min slots per day to check/respond to client messages. Use This: Subject: Got Your Documents ✅ Hi [Client Name], Thanks for sending over your files. We’ve received them and will review within 2 business days. If anything is missing, we’ll reach out right away. Talk soon, [Your Firm Name

Let’s talk tools! What’s ONE app, software, or tool you couldn’t live without in your work? 👉 Drop it below and let’s build a community “must-have” list together.

Action Steps: Always ask clients for their prior-year tax return before you start. Compare last year’s deductions/credits with this year’s to catch missed opportunities. Build a simple client intake form so you don’t forget key questions. Template to Copy: Client Intake Questions: - Prior-year AGI? - Any new dependents? - New business, rental, or investments? - Major life changes (marriage, divorce, move)?