Using an advanced CRM solution, you will be able to offer your clients a better experience and real-time accessibility.
1 min read
Tax resolution services and client relationship management go hand in hand, as resolving tax controversies can be a highly specialized process. As you scale your tax resolution business and add more clients, you will need to stay organized to ensure quality service. That's where a CRM system specifically designed for tax resolution becomes highly valuable.
How can your customer relationship management tool increase your tax resolution revenue?
If you are using an advanced CRM solution, you will be able to offer your clients a better experience and real-time accessibility. When you are able to offer this type of advanced package, you can price your services accordingly.
Technology that has a built-in client portal, as well as a client survey for auto-populating tax forms, saves time for you and the client. Specialized features such as document sharing and task creation increase the ability to communicate quickly and creates an overall more seamless tax resolution process.
Another benefit of using a cloud-based service is the constant updates available to you and the client. To stay competitive, cloud-based CRM companies are typically always adding and improving features, which means your already enhanced technology package will only get better.
Ron Baker, author and consultant, told the Journal of Accountancy that technology is one way for tax professionals to set a higher price rate:
"What type of technology are you going to make available? Maybe at a lower-priced option level the client wouldn’t have a portal, for instance, and so you wouldn’t put them in the cloud. Or at the higher-priced option you could integrate various apps that offer dashboards and other types of real-time information and analytics. So the technology might be different."
If used correctly, a CRM can increase productivity by 30%. A tax resolution CRM should be simple, clear, and usable. You want to access client information from anywhere at anytime. If you are spending hours entering information into tax forms, you are losing valuable time servicing clients or finding new clients.
A CRM will maintain a detailed client history within the platform, allowing you to quickly access past discussions and sales interactions with the client. When you are working on
Tax resolution CRM allows you to differentiate your services compared to other tax resolution specialists. Better customer experiences with CRM generate more customer referrals and long-term customers. The time save alone from tax resolution CRM allows you to add more clients to your practice, increasing your revenue potential.
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Canopy takes the headaches out of client management by offering a way to keep client info organized.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.
This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.
The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.
It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.
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