Lee B Posted December 15, 2021 Report Share Posted December 15, 2021 Perhaps this online class sponsored by CPA Practice Advisor will show me how to get my clients to fill out their Tax Organizers. This started off my day with a good belly laugh "How can you better automate client interactions? Find out tomorrow" 3 Quote Link to comment Share on other sites More sharing options...
Sara EA Posted December 16, 2021 Report Share Posted December 16, 2021 We've had clients who expressed amazement that a real person answers our phone. Maybe we should automate to something with 12 menus so we can be more "with it." (We actually considered having a menu option when folks were calling nonstop about stimulus payments, when they'd come, how much, I didn't get mine yet. The message would tell them WE HAVE NOTING TO DO WITH IT and give them the IRS number.) 2 2 Quote Link to comment Share on other sites More sharing options...
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