I noticed that ATX finally allowed a little customization on the organizers, only in the questions section, so since I rely heavily on them I was looking for ways to optimize the questions. So far I have come up with a Crypto currency question but was wondering if anyone has some good ideas?
I will also be adding an information/tax update page in addition to the usual preparer authorization and instruction pages which I normally create independent of ATX. I am still ticked off at ATX on the organizers, they couldn't just leave well enough alone and allow it to be fully customize-able, it really gets my goat when someone "improves" something that worked fine.
I was wondering if anyone else has created an information/tax update page to send out with their organizers or have some thoughts on it. It is my belief that we are selling peace of mind in large part so I like to include things which will let the client know that I know my business and I am currently getting up to speed on the new changes so I can provide them with updates and guidance as needed when things get sorted out. I think it creates client loyalty as well, which helps with referrals.
I expect this to be a banner year for tax professionals and have been gearing up to handle the growth, does anyone else agree?
Thank you.
BTW - this is my first post here in many years. I think I joined back in 2007? when ATX shut down their forum (idiots) but now that they are blocking posts I will be making this my mainstay resource.