Monday, March 20th, 2017

Use Email & Social Media To Remind Your Clients

“Nagging is the repetition of unpalatable truths.” – Edith Summerskill

My dentist and my doctor send me reminders about upcoming appointments. These reminders come via email, text and a phone message. It is all automated via their practice management software. I have always wondered why more CPAs aren’t using a tool like this.

We now live in the world of social media and digital communication. Be sure you are using these tools to remind your clients about supplying their tax information.

When I talk to firms, they often tell me that they call and remind their clients about furnishing their information. When I ask, “How many times did you call?” the answer is usually…. “Once”. Once is not enough.

Here’s an example of an email one of my clients sent out recently. Maybe it will help you compose your reminder message. It is important that the reminder only go to  those clients who are tardy – not to ALL clients.

Have We Received Your Personal Tax Information?

April 15th will be here before you know it! Have you turned in your personal tax information? Remember, in order to ensure a timely filing of your tax return (to avoid an extension), we must have your information by March 22, 2017. All tax organizers were sent to clients in December of 2016. If you need another copy, please let us know. Please be sure to bring us your information so we are able to get started. If you are waiting for a few items, not a problem! Bring us what you have, we will get started, and then bring in the additional information as it arrives.
 
If you have any questions regarding your personal tax return, please contact our office. Thank you for your help.

  • "Nothing external to you has any power over you."
  • Ralph Waldo Emerson

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