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We rounded up seven resolutions for tax and accounting professionals to consider this year.
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It’s officially 2020, and everyone is buzzing with renewed energy for self-improvement. Maybe you’ve even started working on your own resolutions (anyone else attempting to cut back on coffee?). This time of personal reflection is a great time to think about professional resolutions. To get you started, we rounded up seven resolutions for tax and accounting professionals to consider this year.
Plan for a smoother tax season. For those who manage a tax practice, it may be helpful to plan an annual meeting with all employees so that everyone can brainstorm how to make processes and procedures better before tax season starts. Often tax staff and administrative employees have a lot of suggestions for improvement.
Commit to maintaining work-life balance. Even if you work a ton during busy season, set limits. For example:
Come up with a team flexibility plan. For example, have certain nights during the week when people can go home early, eat dinner with their family, and work from home later that night.
Get your CPE credits done early. Make getting CPE credits a priority so that you’re not scrambling at the end of the year.
Learn how to use technology more effectively. Make a goal to learn how to more effectively use technology or find better tools to help manage your workload and practice more efficiently.
Become more efficient at one task. Identify a task that you do 10 times per day and figure out a way to do it just a little bit more efficiently. The time savings add up over weeks and months.
Provide more value to your clients. As tax preparation is becoming more and more commoditized, offering other services will help you stand out and add value to your clients. Tax resolution is a great opportunity to do this.
If you are interested in adding tax resolution to your lineup of services, download our ebook How to Start Offering Tax Resolution.
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Lauren Miller is a content writer for Canopy.
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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