Any advice on how I can make tax season work better. In years past, I have set clients' tax appointment dates to come in or upload their documents to the Client Portal and they don't keep these appointment dates I set or bother calling to reschedule until they are ready to come in. In other years I have put the language, "please call to schedule your appointment" and that hasn't worked either.
Any advice from those that have a tax season that flows as expected, and if so, what have you found to be most effective? Thanks!