Finding the Value in Automated Processes

[Lee B]

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"

 

 

[Sara EA]

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.)