2 Easy Ways to Attract Millennial Clients to Your Accounting Firm
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How do you know if your practice website needs to be updated? Take this quiz find out to what your site does well, and what you need to fix.
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The way Americans spend money isn't changing. It has already changed, and your tax practice is not immune. In 2016, more than 265 million Americans regularly used the internet, and the Harvard Business Review ranked Consumer Financial Services as the third most digitally-disrupted industry.
What does that mean for you?
It means you don’t get to make a first impression face-to-face anymore. Potential clients are looking at your website before they call you. They’re making the decision to call you (or not) based on what they find on your site. So your tax practice website needs to be great, no matter what services you offer, and no matter who your target market is. That means your site can't be slow to load, it can't be difficult to navigate, and it can’t look outdated or be missing critical information. A bad website can drive away customers and cost you business.
You would never consider not having a phone number, right?
You would never try to run your practice without an office that made clients feel safe and welcome, right?
You would never consider not having an inviting, informative, up-to-date website.
Right?
But how do you know if your practice website needs to be updated? Or what part of your site to update? Take this short website evaluation quiz to find out to what your site does well and what you need to fix.
Learn more about how to optimize your website for new business by downloading the free ebook below.
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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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