With January payroll tax forms and 1099’s now complete, many firm owners turn their attention to capacity and resource planning for “Busy Season”. It’s a tricky calculation that involves a ton of inputs. Probably you rely on what happened last year, look at the current year expected volume, and try to plot it all out so your resources match the demands. And you get through it like you always do – with good intent, grit, and unfortunately a lot of late nights.
Sending Documents to Clients, Securely,
“on the fly”
As you head into the busy season, every click counts. In the first article we talked about making it easy for clients to send documents to you so you can get their tax returns and financials done quickly. But what about you sending documents to them? How many clicks does your current process take? If you are like most firms, it takes 8 or more steps and several minutes, including leaving your accounting or tax package and downloading, then uploading to the portal, composing the email and sending to the client, etc etc.
To see this time-saving tool in action, watch this quick video. Then call us. We would love to help you make this fast, secure method of sending documents to clients a reality in your firm.
Tired of Chasing Clients for Documents?
If you make it EASY for clients to send documents to you, using just their mobile phone, they will respond quickly and on your first request. If you ask them to log into a portal instead, you’ll get spotty response times and have to spend time chasing clients for documents you really need. Take our short quiz to measure how easy it is for clients to work with your firm.
Why Security Should be Your Top Focus in 2021
Election security and Russians hacking the US government nabbed the headlines in 2020, but 86% of this year’s security breaches were financially motivated. And the scammers are so convincing! The risk to you, your firm and your family is higher than ever. In fact, a whopping 28% of all breaches happened to small businesses. If you haven’t already reviewed your security practices and battened down the hatches, now is the time to do so. Security is a top priority.
Make your Next Event a Memorable One
If you are in charge of planning an upcoming event you know it can be challenging to search out and book great speakers. Liscio can help! We know a ton of great speakers and we have a fantastic list of topics you can choose from. To explore booking a speaker for your next event, simply fill out this form and we will be in touch.
Liscio Customer Profile –
Lozelle Mathai, MBA, CFEI
As a firm that provides top-notch outsource CFO services for their clients, Closing Your Books LLC staff found that email was hurting their ability to stay on top of key decisions for clients. Data was siloed in staff inboxes, and there was often confusion about the latest status for each client. Additionally, it was too easy for an important email to get lost in overflowing inboxes, and sometimes key personnel would be accidentally dropped from a string, leaving them out of the loop entirely.
By making a few changes, including leaning into repeatable processes, Ms. Mathai was able to coral everything into an actionable, trackable, and organized space in Liscio so that no key decision was overlooked and everyone operates at peak efficiency and accuracy. Read her full story here.
- Understand your role in receiving slow responses from clients
- Recognize the impact of information exchanges on the overall client experience
- Discover tried and true methods to optimize the client experience for the benefit of both client and accountant
- Register Here
How to Make 2021 the Year You Receive Client Documents on Time!
February 24th at 1:00 PM PST
- Understand why clients don’t always respond quickly to your requests
- Uncover hotspots in your current method(s) of requesting documents from clients
- Learn actionable tips to help clients send you what you need, on the first request
- Register here
- Tried and true methods to pick valuable tools that set your firm up for success
- The role that technology plays in client response times and staff efficiency
- The simple formula to help your firm navigate to a brighter future
- Register here
We are now 21 years into the 21st Century!
What Does This Mean for Your Firm?
Our editorial staff were remarking that we are now 21 years into the 21st Century. If you love vintage cartoons you’ll notice a lot of things in your home and life that were featured in The Jetsons. You now have video chats with people across the world without thinking about it, your Roomba might be the main way you vacuum your house, and your home gym might even feature a Peloton or a Mirror. We don’t have flying cars yet, but we do have electric cars, and some people have even started using self-driving cars. But one thing we all agree on – banking is now done on a delightful app held in the palm of your hand. No more breaking your day up to “get to the bank” during “business hours”. Banking apps have set a new standard for convenience and seamless integration into their client’s lives.
Well, that’s it for now! We hope you enjoyed Volume 5 of Letters from Liscio, and we look forward to helping you roll out Client Experience 2.0™ in your firm.
What could you do with days or even weeks of extra time in 2021? And how would your life change if you no longer had to chase clients for answers or documents? To see first-hand how Client Experience 2.0™ can help differentiate your firm, dramatically improve client response time and engagement, all while making life easier for staff, please book a free demo, or call us today!