Posts Tagged ‘tax returns’

Wednesday, October 15th, 2014

Just Another Due Date

IMG_4340I guess you could call it the last major tax return due date of the year for certified public accountants.

Most business people are well aware that March 15th is the tax due date for corporate tax returns, April 15th is the due date for individual income tax returns. The filing of corporate returns can be extended until September 15 and individual returns until October 15. This creates a very busy time inside most CPA firms leading up to 3/15 and 4/15 and another (mini busy season) leading up to 9/15 and 10/15.

Working with and talking to CPAs across the country (and the people who work for them), I hear so much frustration and observe an immense amount of finger-pointing about why these due dates cause so much stress and unhappiness.

Yet, I find bright spots! I also hear (a very few) stories about Mary or John (partner in the firm) who never has to work so many extra hours as a due date approaches nor do they put excessive demands on the people who help them deliver client services.

What has Mary or John done differently than their other partners?

Simple. They trained their clients. 

I have seen it happen first-hand. It is possible.

  • It's easier to go down a hill than up it, but the view is much better at the top.
  • Henry Ward Beecher

Monday, January 21st, 2013

Client Portal Talking Points

In the January issue of Xcentric’s Partner Brief, Roman Kepczyk has an informative and helpful article on how to encourage your clients to take advantage of the “client log-in” or portal on your website. The article is titled Promoting Portal Adoption. I was also pleased to have an article featured in the Xcentric January Issue, Employee Engagement Inside An Accounting Firm.

Roman provides –  7 Portal Talking Points Everyone in the Firm Should be Able to Share with Clients:

  1. Almost everyone is already familiar with using a portal for services such as online banking or payroll, so putting one to work for accounting needs is the next natural step.
  2. Portals are among the most secure ways of transferring information both to and from clients. Most CPA vendor-hosted portals are housed in enterprise-class data centers and run by teams of IT/security personnel who continuously monitor activity, a luxury that few firms can afford themselves.
  3. Portals offer 24/7 accessibility via Internet-enabled devices to upload or access files, which is just not possible with paper files available only in one place at one time.
  4. Portals notify the recipient whenever a file is uploaded or accessed, which means more timely access to the files at the convenience of the recipient.
  5. Portals are bi-directional in that they can be used by both the firm and clients or trusted third parties to transfer information digitally. Most portals today make it possible to limit who can see which specific files or who can have access in “read only” format.
  6. Portals allow for larger file size transfers, such as huge PDFs or QuickBooks files, which are often too big for email systems.
  7. Portals promote a more eco-friendly environment, using digital files sent electronically rather than paper files moved by people.

He also elaborates on educating firm users, selecting a portal and encouraging client use. Be sure to follow the link to read his entire article.

Picture: Roman Kepczyk, is that you with Rita?

  • May your trails be crooked, winding, lonesome, dangerous, leading to the most amazing view. May your mountains rise into and above the clouds.
  • Edwar Abbey