Tagged: Practice Management
September 17, 2020 at 3:57 pm #43965Gary MasseyParticipant
Hello TRN Team.
I am looking for a practice management “best practice” to keep track of the stories and status of tax rep clients. I find that it is easy to forget the details if I don’t look into the file for a while. Any suggestions?
GarySeptember 17, 2020 at 6:01 pm #43967Michael DiyanniParticipant
I am using IRS Logics.com It is easy to use add notes and track the status of clients.
Eric suggests Tax Help software, I just havent had the time to try it yet. I think he has a free code to try it for fee.
I find the most difficult one to keep on track is gathering Financial Documents to complete
QA/Sent – Financial Questions Document Sent
Tax Prep Progress
Tax Prep Completed
Tax Audit in Progress
Financials in Progress
Financials Completed/Resolution Pending
PA (Penalty Abatement) in progress/ submitted
Hope this helps to begin to tailor your processSeptember 19, 2020 at 1:09 am #43968James WadeParticipant
My system is a bit more primitive. I have an excel spreadsheet with contact information, date of last contact with client, next two steps to be done (not standardized though) and a line for any notes. I then go down the list and use fill feature to denote which clients I looked at each day so I can tell which ones I have left to work one. I try to look at each client file each week unless in a holding pattern. Not a super lot of cases (28) to manage so not an idea long-term solution but it works for now.
I put this into place a month ago and much more is getting done than when I previously just had the files in a row and put stickies on the cases which needed attention.
Jim WadeOctober 1, 2020 at 3:01 am #44044RUQAYYAH SHABAZZParticipant
I use a combination of both Tax Help Software (THS) and the primitive Excel spreadsheet. I really like the THS. It allows you to leave notes and/or set future tasks for each of your client accounts. It can automatically pull your client transcripts on a regular basis. You’ll also be able to see the notices submitted to your clients from the IRS. It gives a breakdown of the taxpayer’s payment options including if they’d qualify for an OIC.THS is very efficient software. I recommend at least giving it a try.October 5, 2020 at 1:37 pm #44053AMANI AHMEDParticipant
I am building my tax resolution services although I have a full operating tax practice and I just recently started using Hubspot. They have a free version which acts as a CRM and it allows you to leave notes and connect it to your email server and calendar. I upgraded recently and still getting set up but from what I have done so far within the free version has been helpful with keeping up with tasks related to tax resolution clients.
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