Drake Software blog for tax pros, covering tax, IRS news, and more
Get your copy of The Smart Tax Pro’s Guide to Building and Marketing a Thriving PracticeAre you a tax professional looking to grow your client base, retain loyal customers, and make your firm stand…
Read more about The Smart Tax Pro's Guide to Building and Marketing a Thriving Practice
Discover effective client retention strategies for tax pros, from personalized service to leveraging technology. Keep clients satisfied year-round.…
Read more about 5 Tips for Tax Pros: Client Satisfaction and Retention
Facing Challenges - Creating SolutionsThe Challenge: Melding two management styles and different levels of experience into a single, client-focused tax practice.The Solution: Recognizing that clients…
One morning over breakfast, a young Raymond Berardinelli’s mother asked him what his plan was after high school. He would be graduating soon and needed a little direction. His mother had always encouraged him to go to college, but Raymond was thinking more along the lines of going to trade school. His plan was to become a ...…
When a client makes an appointment with you, it’s because they need your help. And it would be easy to call them in and get right down to business. But that’s not always what’s best for you or the client. Here are a few tips that are sometimes easy to forget...…
Read more about Avoiding Things that Cost Accountants Revenue
The end of tax season signals the ideal time for tax professionals to work on a plan to attract new customers. Time limitations often put the marketing aspect of a business on the back burner when the tax industry is at its busiest, so take advantage of the time while you have it. Here are a few tips to help you gain the competitive edge.…
No matter what the dilemma, business owners sometimes feel they’re against a wall. The key is to make the best of what you have. Like the saying goes - when life hands you lemons, make lemonade.…
