Ep. 009 - How to have Happier Clients and More Freedom in your tax practice?

In this episode of Diary of a Tax Practice Owner, I, Jamie Gruol, discuss the importance of leveraging technology to enhance client experience and maintain professional boundaries. I respond to a comment from a Facebook group member expressing client resistance to using platforms like Taxdome.
I emphasize the benefits of automated workflows and effective client communication in transitioning to new technologies.
I share practical tips on standardizing procedures and improving client interaction, highlighting examples to demonstrate the positive impact of technological adoption in tax practices.
00:13 The Importance of Technology in Tax Practice
00:54 Responding to a Comment on Technology
01:56 Challenges with Client Compliance and Technology
02:49 Improving Client Experience with Technology
05:56 Overcoming Client Portal Issues
08:44 Transitioning Clients to New Technology
12:52 Enhancing Client Experience with Automated Workflows
16:12 Client Success Story
17:17 Conclusion and Final Thoughts
🎙️Listen On Apple Podcast, Spotify & Other Leading Platforms. pod.link/17616...
✅ Links to Resources:
👉🏻 Join our Free Facebook Group to continue this conversation about automation - Follow this link to get your invitation!
www.workflowsf...
👉🏻 3 Months of Free TaxDome! - Use our exclusive Partner link to get your free trial started today, and when you fall in love with what TaxDome can do for you - you will get 2 free months of TaxDome added to annual subscription.
www.workflowsf...
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👉🏻 Learn more about us:
Hi! I am Jamie Gruol, co-founder of the Workflows for Tax Pros movement, where we believe automation is the ONLY way to increase Profit AND Time Freedom in your practice!
My biz partner Jessica Smith, EA, and I are on a mission to help the tax pros, accountants, and bookkeeper industry stop working so damn hard and start enjoying their businesses again.
We created this channel to show how a thoughtful client experience mixed with the magic of automation can result in you working less on the meaningless stuff in your practice and start enjoying your family and life again! (Isn't that why you started your business in the first place? )