Accountants! Increase Client Allegiance by Using First-Class CPA Sites

Dec 19
08:23

2011

Brian OConnell

Brian OConnell

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This post offers practical techniques that can help you get and keep your favorite customers. These days you can use pretty easy website upgrades including online calculators and secure file transfers that can genuinely help you keep customers.

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These days you undoubtedly already have a respectable website. You may have brought in a master design company to make your site. But did they heighten your site's guest loyalty capacity? Existing customers are an invaluable part of your site key market.

You can strengthen your website's retention capability with a few easy tools.

One noteworthy instrument that's added on most modern firm's site can be a "Secure File Transfer" feature. This gadget permits your firm's customers to upload valuable documents like Quickbooks files or tax details to a safe virtual "safe deposit box". When tax season comes,Accountants! Increase Client Allegiance by Using First-Class CPA Sites Articles it can be a blessing. Even the latest client can immediately get you their late forms and documents. No more pricey overnight deliveries!

Online tax checklists add another capability that clients love. One-up your competition. Don't stop at a downloadable tax organizer. Instead create one that can be filled out online. These secure forms can be filled out from anyplace with an internet connection and include a save function so they can be completed at the client's leisure .

Business owners' needs are probably a priority for your firm. A favorite feature amongst business owners is online payroll. Your clients will love the ease and convenience of online payroll processing, and there are many companies that will happily do all the work for you making it easy for even the smallest firms and solo professionals to offer this valuable service. Stocking tax forms on your website is another helpful resource for your clients. All it takes is linking to forms already on the IRS website. All you need to do is organize them in such a way that your clients won't have trouble finding what they need.

Another IRS feature that's easy to re-brand and add to your website is an automated form for tracking your clients' tax refunds. This wonderful client benefit will also save your staff time answering the question.

These features, and others like them, are not a replacement for excellent service, but they certainly make it easier to provide it. Between these high tech conveniences and the personal attention, accuracy, and timeliness your practice normally provides you'll soon find your client satisfaction soaring.

When your customers rave about your services, they'll help you acquire new customers. Lastly, updated CPA websites should include a "Testimonials" page. Customers enjoy the interactivity of adding their experience. Great testimonials speak better and more personally than any other advertising tool.

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