Hey Tax Pros!
If your tax business isn’t using some form of practice management software to streamline your workflow, organize your documents, or communicate with your clients, then you’re missing out. New technology solutions allow tax businesses to be more efficient and profitable when compared to tax offices not using any digital management solutions. However just because you have a practice management software doesn’t mean your office is as productive as it could be. In this week’s article we are going to discuss methods for getting the most out of our practice management software, SeQwens. Even if you aren’t a SeQwens user the methods we discuss can be applied to any similar software on the market.
A good practice management software doesn’t just streamline your office during the tax season but is a year-round tool to optimize your tax business. Consider using the SeQwens document manager to store and remotely access documents no matter the device you are currently using. Marketing your tax business is an all year process that can be expedited with SeQwens. Send bulk emails and text to everyone in your CRM to let them know about deals, deadlines, and new services you are currently offering. Finally use our CRM, or client relationship management, tools to stay up-to-date with your current clients and nurture potential clients so when tax season rolls around again they can be converted into paying customers.
No, we aren’t saying that SeQwens or any other practice management software will fix all your problems, what we are suggesting is that by utilizing these digital tools you can mitigate some common problems tax professionals face. With the communication tools found in most digital management solutions you are able to cleanly separate work calls and emails from personal ones. This assists tax professionals in achieving a pleasing work/life balance by putting all tax related communication in one place. Access your software first thing in the morning to check for emails or messages from your clients or coworkers.
SeQwens is your digital tax office. It gives you the tools necessary to manage your team or teams from anywhere in the country. Enjoy a well earned vacation after the tax season or sleep in and work from home knowing that no matter how spread out your team is they can all remotely collaborate and communicate through SeQwens.
Are you still using sticky notes to remind yourself to do something? If you are fully utilizing SeQwens, which means using it almost every day, then why not leave notes for yourself there? No longer will you have to carry a pad of sticky notes and a pen, log into SeQwens on your mobile device and effortlessly type out quick notes for yourself or your team.
Why would you purchase software that you can only utilize a few months out of the year? With SeQwens you have advanced digital tools year-round. Utilize these digital tools to improve the efficiency and productivity of your tax business without any additional purchases or software. SeQwens is an all-in-one software with a wide range of tools that we’ve only scratched the surface of in this article. Do you want to learn more? Click the link below to try SeQwens for free.