Most accountants lose clients not because of bad work—but because of slow communication.

3 Steps to Fix It:

Set up an auto-reply email that confirms receipt of client documents.
Use a shared client portal (Google Drive, Canopy, TaxDome) to cut down back-and-forth.
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

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