Thursday, March 10th, 2022

Clients Refusing Technology

“I think that technology is much more mysterious to the people using it than, say, the automobile was. This isn’t an original observation, but a lot of the smart devices people rely on now really do feel like magic to a lot of us.” –¬†Author: Charlie Jane Anders

Firms are finally beginning to see some progress in clients adapting to technology. Clients are (although it has been slow) finally accepting a copy of their tax return via SafeSend and other digital methods.

My clients and other firms I know are still often offering a paper copy if a client requests it. Maybe it is time to stop this practice. The world is becoming more digital.

If your firm is to grow and prosper, it has to have some standards and reap the benefits of the expense they spend on technology. In these times of difficulty finding workers, technology helps you get more done with fewer people. Give your clients a “next year warning.” Something like, “Next year we will not be furnishing paper copies.”

As with almost everything inside a CPA firm, there will be some exceptions – but PLEASE limit the exceptions. If a client is elderly, ask permission to send their return to a relative who can assist with printing. Most computer-adverse older people have someone who helps them navigate technology.

Will you lose a few clients? Probably. But when they go to another CPA firm they will find that firm also delivers only digital copies. (That’s my dream, anyway!)

  • "The secret of getting ahead is getting started."
  • Mark Twain

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