Client Management Checklists for Tax Resolution

Businessman with laptop and papersAnd how to handle clients once their tax issues are resolved.

By Jassen Bowman
Tax Resolution Systems

Your ability to successfully manage a large client volume is directly related to your enforcement of procedural compliance upon your staff.

MORE: Some Office Nuts and Bolts | What to Say on Phone Calls about Fees | Use Checklists to Manage Your Tax Firm | Tax Resolution Staff Roles and Responsibilities | Follow Up with Leads Longer
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You should manage all internal processes systematically, and your staff should handle all client matters systematically as well.